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Rohail Sarwar

AVP, Adviser Services

Rohail Sarwar serves as Assistant Vice President of Advisor Solutions at Etico, where he plays a key role in supporting advisors with client services and overseeing daily, monthly, and quarterly operations. He is instrumental in managing client-advisor relationships and collaborates closely with the executive team, to ensure seamless operational efficiency. Rohail also contributes to the company’s strategic initiatives, aligning operational goals with the firm’s broader vision.

 

With 5 years of experience in the financial services industry, Rohail brings a strong foundation in client service and operational expertise. He currently holds FINRA Series 6, 63, and 99 licenses, further demonstrating his commitment to professional excellence and regulatory compliance.

 

Rohail earned a degree in Economics from Florida State University, equipping him with the analytical skills and financial knowledge necessary to excel in his role.

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