Sanaj Gupta
Investment adviser representative at Fisher Investments
10 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fisher InvestmentsJun 2026 to now
- Equitable Advisors, LLCJan 2026 to Mar 2026
- Blink Lending and InvestmentsMay 2025 to Aug 2025
- Crown CastleJun 2024 to Aug 2024
- Blink Leading and InvestmentsJun 2023 to Aug 2023
- The University of Texas At AustinAug 2022 to May 2025
- Lifetime FitnessAug 2021 to Aug 2022
- Newtown Enterprise, LLC.Jun 2020 to Dec 2025
- Cy-fair High SchoolSep 2018 to Jul 2021
- Hamilton Middle SchoolJan 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
- 8209203
- Firm CRD
- 107342