Ranjeet Guptara
Investment adviser representative at Sagepoint Capital Partners LLC
13 yearsExperience
1 stateRegistered in
$888.3MFirm assets
Under 1 yearFirm in business
Are you Ranjeet Guptara? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Hamilton GrantJun 2026 to now
- Sagepoint Capital Partners LLCMay 2026 to now
- Aegis Capital CorpMay 2025 to May 2026
- UBS Financial Services Inc.Nov 2019 to May 2025
- Wells FargoOct 2016 to Nov 2019
- Cantab Asset ManagementDec 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sagepoint Capital Partners LLC
$888.3MAssets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7203719
- Firm CRD
- 339742