Siddhartha Bharat Lodhia
Investment adviser representative at Equitable Advisors, LLC
12 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
12 years in the industry.
- Equitable Advisors, LLCSep 2023 to now
- LodsonJul 2020 to now
- Stanford University AthleticsJun 2023 to Jul 2023
- Stanford University AthleticsJul 2022 to Jul 2022
- Chapman Math DepartmentSep 2021 to Jun 2023
- Stanford University AthleticsJun 2021 to Aug 2021
- Chapman UniversityAug 2020 to Jun 2023
- University of California IrvineAug 2018 to Aug 2020
- Servite High SchoolAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7809220
- Firm CRD
- 6627