Shriyal Aashish Patel
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, LLCFeb 2026 to now
- UnemployedDec 2024 to Feb 2026
- Hightower AdvisorsMay 2024 to Aug 2024
- Emerson Automation SolutionsMay 2023 to Aug 2023
- University of Illinois At Urbana ChampaignAug 2021 to Dec 2024
- UnemployedMay 2021 to Aug 2021
- William Fremd High SchoolAug 2017 to May 2021
- Plum Grove Jr HighJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8214656
- Firm CRD
- 6627