Ranjeet Guptara is a registered investment advisor, based in Franklin, TN, with 6 years of industry experience. Ranjeet is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Mcewen Northside, Block E, 4020 Aspen Grove Drive, Suite 355, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2025Denied
Other Business Activities
Ranjeet serves as a trustee for Christ Presbyterian Academy, attending monthly meetings and quarterly portfolio reviews. This activity, which is investment-related, requires minimal time.
Employment History
Current Registrations
Hamilton Grant LLCBroker
July 2026 - Present · 3 mos
Sagepoint Capital Partners LLC
May 2026 - Present · 5 mos
Previous Registrations
Aegis Capital CORP.
May 2025 - June 2026 · 1 yr 1 mo
Aegis Capital CORP.Broker
May 2025 - June 2026 · 1 yr 1 mo
UBS Financial Services INC.
January 2020 - May 2025 · 5 yrs 4 mos
UBS Financial Services INC.Broker
January 2020 - May 2025 · 5 yrs 4 mos
State Registrations3 states
CATNTX
AdvisorBroker
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.
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