Atul Narain Agarwal
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCSep 2026 to now
- Spark DeliveryAug 2024 to now
- Grub HubFeb 2024 to now
- Door DashJan 2024 to now
- InstacartJan 2024 to now
- UberJan 2024 to now
- University of Rochester Medical and Nursing SchoolNov 2022 to now
- UpsNov 2023 to Dec 2023
- Monroe County Board of ElectionsNov 2021 to Dec 2024
- Staffing Solutions Organization, LLC.Feb 2021 to Feb 2022
- UnemployedNov 2019 to Jan 2021
- U.S. Department of CommerceAug 2019 to Oct 2019
- Appleone Employment ServicesApr 2019 to Sep 2019
- UnemployedAug 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4104525
- Firm CRD
- 6627