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Nikita Rajeev Mutalik

Capital Group Private Client Services, Inc.

New York, NY

CRD 7061220

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Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-06
IL RA APPROVED 2025-12-05
CA RA APPROVED 2025-12-04
NV RA APPROVED 2025-12-04
NJ RA APPROVED 2025-12-04
NY RA APPROVED 2025-12-03
TX RA APPROVED 2025-12-03
  • GA RA
    APPROVED
    Since 2026-01-06
  • IL RA
    APPROVED
    Since 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-04
  • NV RA
    APPROVED
    Since 2025-12-04
  • NJ RA
    APPROVED
    Since 2025-12-04
  • NY RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED
    Since 2025-12-03

Branch Locations

399 Park Ave., 34Th Fl., New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simon Quick Advisors, Llc Morristown NJ 09/2014 01/2019
Capital Group Companies New York NY 01/2019 11/2021
Bbr Partners, Llc New York NY 11/2021 08/2025
Capital Group / Capital Group Private Client Services, Inc. New York NY 11/2025 Present
Unemployed Summit NJ 08/2025 11/2025
  • 09/2014 → 01/2019
    Simon Quick Advisors, Llc
    Morristown, NJ
  • 01/2019 → 11/2021
    Capital Group Companies
    New York, NY
  • 11/2021 → 08/2025
    Bbr Partners, Llc
    New York, NY
  • 11/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
  • 08/2025 → 11/2025
    Unemployed
    Summit, NJ
Previous Registrations
  • 2022-04-27 → 2025-08-29
    Bbr Partners, Llc
    Summit, NJ
    Berkeley Heights, NJ
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-27
  • S65 Uniform Investment Adviser Law Examination
    2022-04-27
Other Names
  • Nikita Bedi
  • Nikita Mutalik

View on SEC IAPD

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