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Sunil Gupta

FSA INVESTMENT GROUP, LLC·ATMORE, Alabama
Clean recordFSA INVESTMENT GROUP, LLC
110 BROOKWOOD ROAD, ATMORE, AL 36502CRD# 6623908Firm CRD# 163641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sunil Gupta · ATMORE, AL
Registration
CRD #6623908 · FSA INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sunil Gupta is a registered financial advisor based in ATMORE, Alabama, affiliated with FSA INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FSA INVESTMENT GROUP, LLC
FSA INVESTMENT GROUP, LLC
AUM
$598M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FSA INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6623908
Firm CRD# 163641
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sunil Gupta offer?
Sunil Gupta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATMORE, Alabama for a consultation.
What are Sunil Gupta's credentials?
Sunil Gupta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sunil Gupta located?
Sunil Gupta is based in ATMORE, Alabama, working with FSA INVESTMENT GROUP, LLC. Their office serves clients in the ATMORE metropolitan area and surrounding communities.
How does Sunil Gupta charge for services?
Sunil Gupta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FSA INVESTMENT GROUP, LLC?
FSA INVESTMENT GROUP, LLC has approximately 9 employees and manages $598M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FSA INVESTMENT GROUP, LLC

Nancy Mcghee Lowrey
PENSACOLA, FL
Bridget Michelle Wasdin
ATMORE, AL
Elke Winona Chenevey
PENSACOLA, FL
James Randall Wells
PENSACOLA, FL
Erin Thomas Hynek
ATMORE, AL
James Andrew Webb
PENSACOLA, FL

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Research
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