Abhishek Gupta (CRD# 6767731) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 3 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Carmel, CA | Nov 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Carmel, CA | Nov 2020 - Current | 3 |
| Codecademy | San Jose, CA | May 2020 - Aug 2020 | < 1 |
| Unemployed | San Francinsco, CA | Apr 2019 - May 2020 | 1 |
| App Academy | San Francisco, CA | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | San Francisco, CA | Aug 2018 - Nov 2018 | < 1 |
| Futureadvisor, Inc. | San Francisco, CA | Aug 2015 - Aug 2018 | 3 |
| Mellon Capital Management | San Francisco, CA | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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