Nikita Chhabria (CRD# 7087460) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 5 years of experience in the finance industry.
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Rockefeller Financial LLC | New York, NY | May 2023 - Current | 1 |
First Republic Securities Company, LLC | New York, NY | Mar 2019 - May 2023 | 4 |
First Republic Investment Management, Inc. | New York, NY | Jul 2018 - May 2023 | 4 |
Unemployed | New York, NY | Sep 2017 - Jun 2018 | < 1 |
Hult International Business School | Cambridge, MA | Sep 2016 - Aug 2017 | < 1 |
Unemployed | New York, NY | Dec 2014 - Aug 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NY
-
Total Assets Under Management51,821MILLIONS
-
Total Number of Accounts61,461ACCOUNTS
-
Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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