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YP

Yash S. Patil

AGENTECH EQUITIES
FREMONT, CA
Some features on this profile are disabled
CRD#: 7280323
YP

Professional summary

Yash Sunil Patil, who also goes by Yash Patil, Yash S Patil, is a registered financial advisor currently at AGENTECH EQUITIES, LLC located in Fremont, California.

Yash is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Yash has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Yash Patil | Yash S Patil

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yash Sunil Patil's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 26, 2025 - Present

AGENTECH EQUITIES, LLC

RIA
CRD#: 338997
FREMONT, CA
Past

December 17, 2021 - December 10, 2024

RBC ROCHDALE, LLC

RIA
CRD#: 117198
San Francisco, CA
Past

August 24, 2020 - December 10, 2024

CNR SECURITIES, LLC

BD
CRD#: 18466
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/26/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/3/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/22/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/11/2020
Securities Industry Essentials Examination

Current Firm

AE
AGENTECH EQUITIES, LLC
AGENTECH EQUITIES, LLC | AGT EQUITIES

CRD#: 338997 / SEC#:

California
Registered Investment Advisory firm - (11/26/2025 Approved)
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Contact information

Main Address
Fremont, CA
Mailing Address
Phone number
(669) 285-7613
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AGENTECH EQUITIES, LLC

CRD#: 338997Fremont, CA

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