Neela Mohan
Gollapudi

Gentrust

CRD#4499964
Investment Advisor
in New York, NY

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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

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

900 Third Avenue 35Th Floor
New York, NY 10022

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Gentrust Brokerage Details

Total Assets Under Management

$4,063,435,638

NY Average: $1,855,561,029
Total Number of Employees

36

NY Average: 62
Total Number of Accounts

1,639

NY Average: 2,474
Average Account Size

$2,479,216

NY Average: $750,025

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

2016 - Present (8 years)

Gentrust, LLC

2009 - 2016 (7 years)

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

Eduardo Borberg
Miami, FL
Nathan Kotler
Miami, FL
David Munoz
Miami, FL
Jennifer Tamayo
Miami, FL
Erin Herman Kerwin
Miami, FL
Suzanne Peck
New York, NY
James Colavita
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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