Unclaimed Profile

Abhishek Kumar Agarwal

KITE LLC·FREMONT, California

SIE, Series 7, Series 65Clean record11 years registeredKITE LLC

37631 3RD ST, FREMONT, CA 94536CRD# 6450579Firm CRD# 173852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abhishek Kumar Agarwal · FREMONT, CA

Registration

CRD #6450579 · KITE LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KITE LLC

CROUDIFY

Jun 2015 – Jun 2018

FREMONT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · June 15, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KITE LLC

CRD 173852 · SEC 801-81134

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by KITE LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Educational seminars/workshops

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at KITE LLC →

Introduction

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Frequently Asked Questions

What services does Abhishek Kumar Agarwal offer?

Abhishek Kumar Agarwal specializes in Investment Management, Retirement Planning, Financial Education.

What are Abhishek Kumar Agarwal's credentials?

Abhishek Kumar Agarwal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abhishek Kumar Agarwal located?

Abhishek Kumar Agarwal is based in FREMONT, California, last registered with KITE LLC.

How does Abhishek Kumar Agarwal charge for services?

Abhishek Kumar Agarwal's firm is compensated through percentage of aum, fixed fees, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KITE LLC?

KITE LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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