Ranjeet Guptara

SAGEPOINT CAPITAL PARTNERS

FRANKLIN, TN 37067

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CRD#: 7203719

Professional summary

Ranjeet Guptara is a registered financial advisor currently at SAGEPOINT CAPITAL PARTNERS LLC located in Franklin, Tennessee and HAMILTON GRANT LLC located in Los Angeles, California.

Ranjeet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Ranjeet has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Impact Capital Group 2121 Avenue of the Stars, Los Angeles, Ca - DBA for securities business and providing non-securities consulting business to entities as an independent contractor Start date June 2026. Sage Point Capital Partners RIA - 4020 Aspen Grove Drive, Franklin, TN. Recruit/Refer family offices and institutions to the firm for asset management. Not involved in making recommendations or engage in trading. Start date June 2026 Approximately 20 hrs/week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ranjeet Guptara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 20, 2026 - Present

SAGEPOINT CAPITAL PARTNERS LLC

Office #1: Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067

RIA

CRD#: 339742

FRANKLIN, TN

Current

July 6, 2026 - Present

HAMILTON GRANT LLC

Office #1: 2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067

CRD#: 166180

Los Angeles, CA

Past

May 28, 2025 - June 2, 2026

AEGIS CAPITAL CORP.

RIA

CRD#: 15007

NASHVILLE, TN

Past

May 28, 2025 - June 2, 2026

AEGIS CAPITAL CORP.

CRD#: 15007

NEW YORK, NY

Past

January 22, 2020 - May 20, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

Los Angeles, CA

Past

January 3, 2020 - May 20, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Los Angeles, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Tennessee
(5/20/2026)

Texas
(7/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/3/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/27/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

SAGEPOINT CAPITAL PARTNERS LLC

CRD#: 339742 / SEC#: 801-135485

RIA

Registered Investment Advisory firm - (3/27/2026 120-Day Approval)

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Contact information

Main Address

Mcewen Northside, Block E 4020 Aspen Grove Drive, Suite 355, Franklin, TN 37067

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGEPOINT CAPITAL PARTNERS LLC (2/3/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ranjeet Guptara

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ranjeet Guptara's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGEPOINT CAPITAL PARTNERS LLC

HAMILTON GRANT LLC

AEGIS CAPITAL CORP.

AEGIS CAPITAL CORP.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2020

Series 7TO

Date: 1/3/2020

SIE

Date: 12/27/2019

FINRA

Current Firm

SAGEPOINT CAPITAL PARTNERS LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

SAGEPOINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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