Sivaparvati Thagirisa

MAP TO YOUR WEALTH LLC

Floral Park, NY

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CRD#: 7078264

Professional summary

Sivaparvati Thagirisa, who also goes by Sivaparvati Kandimalla, is a registered financial advisor currently at MAP TO YOUR WEALTH LLC located in Floral Park, New York.

Sivaparvati is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sivaparvati has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sivaparvati Kandimalla

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sivaparvati Thagirisa's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2019 - Present

MAP TO YOUR WEALTH LLC

RIA

CRD#: 300713

Floral Park, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(12/5/2019)

IAR

New York
(10/9/2021)

IAR

Texas
(3/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/2018

Uniform Investment Adviser Law Examination

Current Firm

MAP TO YOUR WEALTH LLC

CRD#: 300713 / SEC#:

Louisiana

Registered Investment Advisory firm - (12/5/2019 Approved)

New York

Registered Investment Advisory firm - (4/18/2019 Approved)

Texas

Registered Investment Advisory firm - (3/1/2022 Conditional Restricted)

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Contact information

Main Address

Floral Park, NY

Mailing Address

Phone number

(347) 408-4305

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 3,379,777

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sivaparvati Thagirisa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sivaparvati Thagirisa's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAP TO YOUR WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2018

Current Firm

MAP TO YOUR WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAP TO YOUR WEALTH LLC

TRUST BUT VERIFY

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