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Vikram Ryan Gupta

Morgan Stanley

New York, NY

CRD 8090018

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-17
  • NY RA
    APPROVED
    Since 2025-10-17

Branch Locations

1585 Broadway, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2025 Present
Terracrg New York NY 06/2024 08/2024
Caduceus Capital Partners, Llc Roslyn Heights NY 05/2024 08/2024
Eisneramper New York NY 06/2023 08/2023
Friends Academy Locust Valley NY 09/2017 08/2021
New York University New York NY 09/2021 05/2025
Long Island School For The Gifted Huntington NY 01/2015 08/2017
  • 07/2025 → Present
    New York, NY
  • 06/2024 → 08/2024
    Terracrg
    New York, NY
  • 05/2024 → 08/2024
    Caduceus Capital Partners, Llc
    Roslyn Heights, NY
  • 06/2023 → 08/2023
    Eisneramper
    New York, NY
  • 09/2017 → 08/2021
    Friends Academy
    Locust Valley, NY
  • 09/2021 → 05/2025
    New York University
    New York, NY
  • 01/2015 → 08/2017
    Long Island School For The Gifted
    Huntington, NY
Other Businesses

*655154- Wendall Street LLC; Investment related: Yes; Roslyn Heights, New York; Real Estate; Wendall Street LLC owns x1 rental property. I am the sole member of Wendall Street LLC (proprietor, partner, officer, director, employee, trustee, agent); 07/2008; During business hours: 0; After business hours: 0; Owner no duties. Managed by parent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17
Other Names
  • Vikram Gupta

View on SEC IAPD

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