Neela Mohan
Gollapudi
Gentrust
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About this Advisor
Neela Mohan Gollapudi is a financial advisor working in New York, New York with a total of 2 years of relevant experience. Gollapudi currently works for Gentrust. Gollapudi has gained experience at Citigroup Global Markets Inc and Gentrust, LLC. Gollapudi has a Series 63 license, qualifying them as a securities agent, and is able to serve investors in New York. Gentrust is an advisory company based out of Miami, FL. The firm has a total of 34 advisors. It controls $3 billion in assets among its 1,364 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 1,364 customer accounts, 82% belong to high-net-worth individuals who have more than $1 million in assets. The company has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fees usually depend on the services offered. However, fees charged by Gentrust likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gentrust Brokerage Details
$2,802,473,163
34
1,364
$2,054,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Neela Mohan Gollapudi Work History
Neela Mohan has been registered as a financial advisor for 2 years.*
Gentrust, LLC
Citigroup Global Markets Inc
*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 Neela Mohan Gollapudi 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 Gentrust
Miami, FL
Miami, FL
New York, NY
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
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