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Palak Solanki Forbes

Altfest Personal Wealth Management

New York, NY

CRD 8287897

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Employer firm

Altfest Personal Wealth Management CRD 110130

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-03
  • NY RA
    APPROVED
    Since 2026-06-03

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altfest Personal Wealth Management New York NY 06/2026 Present
Unemployed Great Neck NY 08/2022 05/2026
Audacy New York NY 11/2021 08/2022
Unemployed Great Neck NY 05/2019 10/2021
The New York Times Company New York NY 05/2014 05/2019
  • 06/2026 → Present
    New York , NY
  • 08/2022 → 05/2026
    Unemployed
    Great Neck , NY
  • 11/2021 → 08/2022
    Audacy
    New York , NY
  • 05/2019 → 10/2021
    Unemployed
    Great Neck , NY
  • 05/2014 → 05/2019
    The New York Times Company
    New York , NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26
Other Names
  • Palak Bhansali
  • Palak Solanki

View on SEC IAPD

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