RG
RG

Rahul Gupta

14 Years of Experience
New York, NY
Broker

Rahul Gupta is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

353 East 77th Street, New York, NY, 10075

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rahul owns rental property in Jamaica, NY and is a member of several LLCs (Juno 45 LLC, Jupiter 17 LLC, Titan 58 LLC, Europa 56 LLC) and President/Director of R2G2 Inc. (Real Estate) overseeing administration, property management, and improvements. These activities require a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2025 - Present · 9 mos
Raymond James & Associates, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Citigroup Global Markets INC.
September 2020 - September 2025 · 5 yrs
Citigroup Global Markets INC.Broker
April 2013 - September 2025 · 12 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.