Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Sean Sittambalam, CRPC, AWMA

Sean Sittambalam, an established financial professional, strives to offer his clients the highest level of Wealth Management capabilities and service in his role at UBS. He strongly believes that the close relationship he forms with each of his clients is the foundation for which the best financial decisions can be made. Therefore, he takes the time to understand each client's true goals and aspirations as he directs them towards financial and life solutions.

Among Sean's areas of expertise are portfolio and investment management, tax-efficient financial planning strategies, retirement income planning (including retirement plan rollovers), insurance reviews, and trust and estate planning services.

Prior to joining UBS, Sean served his clients as a Financial Advisor at Merrill Lynch in New York City. He received his Bachelor's degree in Economics from Boston College.

Registered States:
  • CT
  • FL
  • MA
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX

Education

  • Bachelor's Degree in Economics, Boston College

Credentials

  • Accredited Wealth Management Advisor
  • Chartered Retirement Planning Counselor
One Jericho Plaza
Jericho, NY 11753
  • (516) 745-8819

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights