Best Investors Account Sign in
Inactive

Nikita Rajeev Mutalik

Capital Group Private Client Services, Inc.

New York, NY

Claim This Profile
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

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor