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Amit Gupta

CLEARWATER CAPITAL PARTNERS, LLC·WILTON, Connecticut
Unclaimed Profile
15 RIVER ROAD, WILTON, CT 06897CRD# 3130326Firm CRD# 157451
01

About

Amit Gupta is a registered financial advisor based in WILTON, Connecticut, affiliated with CLEARWATER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CLEARWATER CAPITAL PARTNERS, LLC
CLEARWATER CAPITAL PARTNERS, LLC
AUM
$1.3B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at CLEARWATER CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3130326
Firm CRD# 157451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amit Gupta offer?
Amit Gupta specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Amit Gupta's credentials?
Amit Gupta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amit Gupta located?
Amit Gupta is based in WILTON, Connecticut, working with CLEARWATER CAPITAL PARTNERS, LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Amit Gupta charge for services?
Amit Gupta's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER CAPITAL PARTNERS, LLC?
CLEARWATER CAPITAL PARTNERS, LLC has approximately 38 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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