Siddhartha Bharat Lodhia

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2020 → Present
  Lodson
  Diamond Bar, CA
• 09/2021 → 06/2023
  Chapman Math Department
  Orange, CA
• 09/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 06/2021 → 08/2021
  Stanford University Athletics
  Stanford, CA
• 07/2022 → 07/2022
  Stanford University Athletics
  Stanford, CA
• 06/2023 → 07/2023
  Stanford University Athletics
  Stanford, CA
• 08/2020 → 06/2023
  Chapman University
  Orange, CA
• 08/2018 → 08/2020
  University Of California Irvine
  Irvine, CA
• 08/2014 → 08/2018
  Servite High School
  Anaheim, CA

Other Businesses

Lodson Not investment related 1142 South Diamond Blvd., Box #633, Diamond Bar, CA 91765 Property and management, family commercial properties President/Owner July 2020 A few hours a month Tax filing, accounting, overseeing needs of tenants

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13

Other Names

• Siddhartha Lodhia
• Siddharth Bharat Lodhia
• Siddhartha Abhishek Bharat Lodhia