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Schwab wins giant UBS breakaway in San Diego

Ajay Gupta has some famous ultrahigh-net-worth clients, including Deepak Chopra, and he wants 'true independence' to manage $540 million of assets

Author Brooke Southall October 7, 2013 at 1:00 PM
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Ajay Gupta will write a seven-figure check to UBS to gain his freedom as an RIA.

Talavane Krishna

Talavane Krishna

November 8, 2013 — 4:20 PM

I am proud of my brother-in -law. He deserves every bit of this success.


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