Nikita Chhabria, financial advisor New York NY

Nikita Chhabria

CRD Number: 7087460
Current Firm: Rockefeller Capital Management

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.

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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
Anand Rathi Financial Services Ltd Mumbai, Jun 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Nikita M. Chhabria
Phone Number: 212-549-5100
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    51,821
    MILLIONS
  • Total Number of Accounts
    61,461
    ACCOUNTS
  • Average Account Value
    $843,153
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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