Nikhil
Kyathappala
Adviser Investments
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About this Advisor
Nikhil Kyathappala is a financial advisor based out of Newton Center, Massachusetts who has 3 years of relevant experience. Kyathappala currently works for Adviser Investments. Throughout their career, Kyathappala has worked at Center For Retirement Research, Olympia Sports, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Martin Connolly and Adviser Investments. Kyathappala maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Adviser Investments is a firm headquartered in Newton Center, MA. The firm has offices in three locations and a total of 109 people on staff. It oversees $6 billion in assets under management between its 11,734 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 11,734 accounts, 41% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees usually vary depending on which services the firm provides the client. Fees billed by Adviser Investments may include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adviser Investments Brokerage Details
$6,417,858,093
109
11,734
$546,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Nikhil Kyathappala Work History
Nikhil has been registered as a financial advisor for 3 years.*
Adviser Investments
Martin Connolly
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Center For Retirement Research
Student
Olympia Sports
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nikhil Kyathappala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adviser Investments
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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