Neela Mohan
Gollapudi
Gentrust
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About this Advisor
Neela Mohan Gollapudi is a financial advisor based in New York, New York, working with Gentrust. Neela has previously held positions at Citigroup Global Markets Inc and Gentrust, LLC. Neela has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Neela is part of Gentrust, which operates out of New York, New York. The firm has 1 office and 36 employees. The firm manages assets totaling $4.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Gentrust includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gentrust Brokerage Details
$4,063,435,638
36
1,639
$2,479,216
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
Gentrust, LLC
Citigroup Global Markets Inc
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
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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