Abhishek Gupta
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Investment Advisers LLCNov 2024 to now
- Cetera Investment Services LLCSep 2023 to now
- Cetera Advisor Networks LLCApr 2023 to now
- Cetera Advisory ServicesApr 2023 to now
- Cetera Wealth Services, LLCMar 2023 to now
- Genpact India Private LimitedFeb 2023 to now
- Jagdish AutomotivesJan 2021 to Jan 2023
- Hdfc Securities LimitedNov 2019 to Dec 2020
- Guru Nanak Rice and General MilsAug 2018 to Sep 2019
- Lakshmi Agro MillsJun 2017 to May 2018
- StudentJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn 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
- 7720334
- Firm CRD
- 105644