Supriya Upreti is a registered investment advisor, based in San Francisco, CA, with 7 years of industry experience.
Location
333 Bush Street, Suite 2550, San Francisco, CA, 94104
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
T. Rowe Price Investment Services, INC.
March 2025 - Present · 1 yr 4 mos
T. Rowe Price Investment Services, INC.Broker
March 2025 - Present · 1 yr 4 mos
T. Rowe Price Associates, INC.
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Morgan Stanley
June 2019 - June 2023 · 4 yrs
Morgan StanleyBroker
April 2019 - June 2023 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
April 2017 - March 2019 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.