Sumit Agarwal
Investment adviser representative at Proshare Advisors LLC
12 yearsExperience
1 stateRegistered in
$85.3BFirm assets
21 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Proshare Advisors LLCMar 2026 to now
- Profunds Distributors, Inc.Mar 2026 to now
- Principal Asset ManagementSep 2024 to Jan 2026
- Principal Funds DistributorNov 2023 to Jan 2026
- Profunds Distributors, Inc.Jul 2014 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Proshare Advisors LLC
$85.3BAssets managed
145Clients
10Advisers
21 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
- 5815412
- Firm CRD
- 134155