Kartik Aggarwal
Investment adviser representative at Mycio Wealth Partners, LLC
19 yearsExperience
1 stateRegistered in
$15.8BFirm assets
21 yearsFirm in business
Are you Kartik Aggarwal? Claim your profile
Contact this firm
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
Experience
19 years in the industry.
- Mycio Wealth Partners, LLCAug 2023 to now
- Agility VenturesJun 2022 to Aug 2022
- Professor Viney Sawhney - Harvard UniversityJun 2022 to Aug 2022
- Annual Giving/alumni & Parent Relations - Haverford CollegeJun 2021 to Aug 2021
- Office of International Student Support - Haverford CollegeJun 2021 to Aug 2021
- Ascent BusinessJul 2020 to Aug 2020
- Haverford CollegeAug 2019 to Aug 2023
- Modern School Vasant ViharApr 2007 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mycio Wealth Partners, LLC
$15.8BAssets managed
943Clients
34Advisers
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
- 7967057
- Firm CRD
- 134436