J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
9yrs
Deepak Gupta
Financial advisor at Gupta Partnership
Deepak Gupta has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Miami, Florida. Deepak has been with Gupta Partnership since 2018. Gupta Partnership offers investment management and is paid through a percentage of assets and performance-based fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeMiami, FL
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.76 million
Advisors at the firm2
States licensed ?1 state
Services through Gupta Partnership
Investment management for individuals and small businessesInvestment management for businesses and institutions
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 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowGupta PartnershipCurrent firm
Questions to ask Deepak
Tailored to Deepak’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Deepak
How do I contact Deepak?
Call Gupta Partnership at 925-202-1010 and ask for Deepak Gupta. Deepak works from the Miami, FL office.
How long has Deepak been a financial advisor?
Deepak has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Deepak hold?
Series 65. Tap any license on this page to see what it allows.
Is Deepak a fiduciary?
Deepak is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Deepak paid?
Gupta Partnership reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Deepak 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.
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