Isheka Agarwal

Employer firm

Alliancebernstein L.p. CRD 108477

$763B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2023 → 06/2025
  Altar Rock Llc
  Lexington, MA
• 08/2023 → 06/2025
  Altar Rock Llc
  Lexington, MA
• 12/2013 → 05/2023
  Student
  Na
• 08/2025 → 05/2026
  Student
  Nashville, TN
• 06/2026 → Present
  Alliancebernstein L.P.
  Nashville, TN

Previous Registrations

• 2024-06-17 → 2025-07-09
  Altar Rock
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-21