Kartik Aggarwal

$15.8B regulatory AUM 20 advisory clients

Reported services (Item 5G)

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

3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-10-04

Branch Locations

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

Organization	City	State	From	To
Modern School Vasant Vihar	New Delhi		04/2007	08/2019
Haverford College	Haverford	PA	08/2019	08/2023
Ascent Business	Mumbai		07/2020	08/2020
Office Of International Student Support - Haverford College	Haverford	PA	06/2021	08/2021
Annual Giving/Alumni & Parent Relations - Haverford College	Haverford	PA	06/2021	08/2021
Professor Viney Sawhney - Harvard University	Boston	MA	06/2022	08/2022
Agility Ventures	Boston	MA	06/2022	08/2022
Mycio Wealth Partners, Llc	Philadelphia	PA	08/2023	Present

04/2007 → 08/2019

Modern School Vasant Vihar

New Delhi
08/2019 → 08/2023

Haverford College

Haverford, PA
07/2020 → 08/2020

Ascent Business

Mumbai
06/2021 → 08/2021

Office Of International Student Support - Haverford College

Haverford, PA
06/2021 → 08/2021

Annual Giving/Alumni & Parent Relations - Haverford College

Haverford, PA
06/2022 → 08/2022

Professor Viney Sawhney - Harvard University

Boston, MA
06/2022 → 08/2022

Agility Ventures

Boston, MA
08/2023 → Present

Mycio Wealth Partners, Llc

Philadelphia, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-04