Sahil Gupta has been an investment adviser representative at Twin Peaks Wealth Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Twin Peaks Wealth Advisors, LLC is a firm with $585M under management, 431 clients and 9 advisers across 4 offices, as of its September 2026 filing.
- Twin Peaks Wealth AdvisorsCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 323817
Investment adviser representative registrations
Sahil Gupta is registered as an investment adviser representative in New York, since October 2024.
- New YorkSince 22 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7998901
- Firm
- Twin Peaks Wealth Advisors · CRD 323817
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Sahil Gupta work?
Sahil Gupta is an investment adviser representative registered through Twin Peaks Wealth Advisors, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sahil Gupta a financial advisor?
Yes. Sahil Gupta has a current investment-adviser registration in New York, through Twin Peaks Wealth Advisors since October 2024.
How many years of experience does Sahil Gupta have?
Sahil Gupta has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Sahil Gupta passed?
Sahil Gupta passed the Series 65 in October 2024.
Where is Sahil Gupta based?
Sahil Gupta’s registered office is in New York, NY.
Is Sahil Gupta registered with FINRA?
No. Sahil Gupta has no current broker registration.
How can I verify Sahil Gupta’s record?
Search CRD 7998901 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sahil Gupta’s full registration record.