AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GG

Girish Gupte

CHANTILLY, VA 20152
Some features on this profile are disabled
CRD#: 8232533
GG
Girish Gupte

Professional summary


Girish Gupte was a registered financial advisor .

Girish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Girish had worked at 1 firm and has passed the Series 65 exam.

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.
Magnus Financials LLC (This firm) will be a financial advisory firm (pending approval and registration) JPortlets LLC is information technology consulting firm DMV Insurance2U LLC is an Insurance Agency Realty2U Is a real estate brokerage company Realty2U Commercial LLC is real estate holdings company. Realty2U Commercial LLC is a holding company that owns commercial real estate assets

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

June 22, 2026 - Present

Office #1: 24805 Pinebrook Road, Suite 209, Chantilly, VA 20152
CHANTILLY, VA

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
Virginia
(6/22/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/21/2026
Uniform Investment Adviser Law Examination

Current firm


No current employment

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.

Company Information


No current employment

TRUST BUT VERIFY

Monitor Girish Gupte

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


CW
Cheryl WilliamsAdvisorCheck Check Mark
NYLIFE SECURITIES LLC
RR
VIENNA, VA
WR
Wilfredo Rivera RuizAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
RR
ANNANDALE, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.