SeaCrest Wealth Management
Rajesh K. Gupta is an accomplished investment professional with extensive experience in leadership roles across several financial institutions. Currently serving as an Independent Board Member at American Century Investments and Partner Emeritus at both SeaCrest Wealth Management and SeaCrest Investment Management, Gupta co-founded SeaCrest Investment Management in 2006. Gupta's notable tenure at Morgan Stanley spanned from 1985 to 2006, where roles included Managing Director and Global Head of Fixed Income, where Gupta implemented strategies that elevated investment performance for both institutional and retail assets. Gupta's early career includes positions at MetLife as a Senior Financial Analyst. Gupta holds both an MBA in Finance and a BS in Quantitative Analysis from New York University's Stern School of Business.
This person is not in any teams
SeaCrest Wealth Management
SeaCrest Wealth Management is a national, SEC-regulated Registered Investment Advisor, providing an independent platform for professional advisors. Headquartered in Purchase, NY, SeaCrest Wealth Management has a presence in 14 locations, and is looking to add offices throughout the United States. Our role is to partner with successful advisors to build the business that they have always envisioned. We assist in building a business that reflects an advisor’s core beliefs and those of their clients. At SeaCrest, we make sure that a transition to independence goes smoothly to eliminate surprises that might occur when moving an advisor’s most important assets: their clients. SeaCrest Wealth Advisors experience the feel of independence while partnering their business with ours. When you join SeaCrest, you receive a high payout and the ability to earn equity in our growing company. Utilizing Schwab Advisory Services as our primary platform, we provide a strong compliance environment to satisfy our regulatory requirements. SeaCrest Wealth Management was recognized by Forbes Magazine as one of the fastest growing advisory business in the country. For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at www.seacrestwm.com