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Nakul Gupta

4 Years of Experience
New York, NY
Broker

Nakul Gupta is a registered investment advisor at Moment Advisors, LLC, based in New York, NY, with 4 years of industry experience. Nakul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Moment Advisors charges an annual investment advisory fee ranging from 0.01% to 0.60% of the value of the account holdings. The fee is based on factors such as the value of assets managed, the investment strategy used, and the complexity of the engagement. The fee is calculated daily and collected monthly. Moment may reduce or waive the fee at its discretion. The fee does not include other charges, fees, and commissions payable to Moment's affiliates or unaffiliated third parties.

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Location

101 Greenwich Street, Floor 9, New York, NY, 10006

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History

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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Employment History
Current Registrations
Moment Advisors, LLC
December 2025 - Present · 5 mos
Moment Markets, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
August 2017 - May 2021 · 3 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.