SG
Sanjay Gupta
584 NORTH
SUGARLAND, TX
CRD#: 8063453
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SG
Sanjay Gupta584 NORTH
Professional summary
Sanjay Gupta is a registered financial advisor currently at 584 NORTH LLC located in Sugarland, Texas.
Sanjay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sanjay has worked at 1 firm and has passed the Series 65, Series 3 and Series 34 exams.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sanjay Gupta's 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®
NoneExperience
Current
March 3, 2026 - Present
584 NORTH LLC
RIA
CRD#: 339372
SUGARLAND, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(3/3/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
5N
584 NORTH LLC
584 NORTH LLC
CRD#: 339372 / SEC#:
Texas
Registered Investment Advisory firm - (3/3/2026 Approved)Loading...
Contact information
Main Address
Sugarland, TX
Mailing Address
Phone number
(713) 882-1689
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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