Nidhi Gupta

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 11/2019
  Atg Fitness
  Dublin, CA
• 07/2014 → 04/2017
  Deutsche Bank Ag
  Singapore
• 11/2022 → Present
  Morgan Stanley
  San Francisco, CA
• 07/2021 → 02/2022
  Barclays Bank Investment Company
  Mumbai
• 05/2017 → 10/2017
  Unemployed
  Sunnyvale, CA
• 11/2017 → 02/2019
  Unemployed
  Sunnyvale, CA
• 12/2019 → 06/2021
  Unemployed
  Mumbai
• 03/2022 → 10/2022
  Unemployed
  San Francisco, CA

Other Businesses

*640438- Sai Shyam LLC; Investment related: Yes; Fremont, California; Other:Technology: Party rental supplies; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 10; Party supplies rental

Exams

• S66 Uniform Combined State Law Examination
  2023-07-10

Other Names

• Gupta Nidhi