Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
11yrs
Sameera Gupta
Financial advisor at Merrill
Based in Palo Alto, California, Sameera Gupta is a fiduciary financial advisor with 11 years of industry experience. Sameera joined Merrill in 2015, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3075a Hansen Way, Palo Alto, CA 94304
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowMerrillCurrent firm
Contact Sameera
(800) 637-7455Firm headquarters in New York, NY. Ask for Sameera. 3075a Hansen WayPalo Alto, CA 94304Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sameera
Tailored to Sameera’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sameera
How do I contact Sameera?
Call Merrill at (800) 637-7455 and ask for Sameera Gupta. Sameera works from the Palo Alto, CA office.
How long has Sameera been a financial advisor?
Sameera has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Sameera hold?
Series 66. Tap any license on this page to see what it allows.
Is Sameera a fiduciary?
Sameera is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sameera paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sameera for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Palo Alto
UBS Financial Services
45yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in Palo Alto
Morgan Stanley
45yrs
Top 1% by experience in Palo Alto
Wells Fargo Advisors
45yrs
Top 1% by experience in Palo Alto