Rahul Aggarwal
Advisor at Aris Alpha LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rahul Aggarwal is the sole advisor at Aris Alpha LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Accenture Federal Service and several other firms. Aris Alpha LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and a long-term trading approach. The firm offers a broad range of investment options and manages accounts on a discretionary basis, tailoring strategies to each client’s risk tolerance and objectives.
Expertise
Based on Aris Alpha LLC
Annuities
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
$250 to $10,000 per financial plan
2.00% annually
$250 to $300 per hour
1.50% annual AUM fee plus 20.00% of capital appreciation (performance fee)
Location
Ashburn, VA
Most active in
Rahul A has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Aris Alpha LLC
2025 - Present (1 year)
Unemployed
2023 - 2025 (2 years)
Accenture Federal Service
2019 - 2023 (4 years)
Santa Clara County
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
CPrime INC
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Rose International
2017 - 2017 (1 year)
Rose International
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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