Sameer Agarwal

Financial advisor at Uti Investments America Limited · New York, NY

Last updated 2026-10-10

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Sameer Agarwal is a financial advisor at Uti Investments America Limited in New York, NY, CRD 5980914. IAPD registration began 2025-02-27.

Registration

CRD number
5980914
Registration status
Active
IAPD registration
2025-02-27
Industry Experience
1 year
Work Experience
10 years
States registered
NY

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Analyst

Work history

  • 2016-09 to 2024-03 · Russell Investments Group, LLC · New York, NY
  • 2024-04 to Present · Uti Investments America Limited · New York, NY

Current employment

SEC IAPD record for Sameer Agarwal

Uti Investments America Limited

Registered advisors
2
Offices
2

Uti Investments America Limited: advisors, services and reported ETF investments

About

Sameer Agarwal is a Chartered Financial Analyst financial advisor at Uti Investments America Limited in New York, NY. The latest record indicates 1 year of industry experience and 10 years of reported work history.

Uti Investments America Limited's firm-level Form ADV reports 2 advisors across 2 offices; services including Portfolio Management: Businesses or Institutional Clients and Selection of Other Advisers.

What this firm offers

Filed by Uti Investments America Limited on Form ADV.

Client services

  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Pension Consultant

Location

1 Rockefeller Plaza, New York, NY 10020

2 advisors at this office.

Uti Investments America office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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