Sameer
Gupta
Vuefolio, Inc
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About this Advisor
Sameer Gupta is a financial advisor based in Palo Alto, California who has 11 years of relevant experience. Gupta is on the advisory team at Vuefolio, Inc. They have been employed by Vuefolio, Inc for their total career. Gupta holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in California. Vuefolio, Inc is a financial advisory business operating in Palo Alto, California. The firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Vuefolio, Inc may include hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vuefolio, Inc Brokerage Details
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2
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Sameer Gupta Work History
Sameer has been registered as a financial advisor for 11 years.*
Lindamar Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sameer Gupta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vuefolio, Inc
Palo Alto, CA
Palo Alto, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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