Nikita Rajeev Mutalik
Investment adviser representative at Capital Group Private Client Services, Inc.
12 yearsExperience
7 statesRegistered in
$48.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Capital Group Private Client Services, Inc.Dec 2025 to now
- Capital Group / Capital Group Private Client Services, Inc.Nov 2025 to now
- UnemployedAug 2025 to Nov 2025
- Bbr Partners, LLCNov 2021 to Aug 2025
- Capital Group CompaniesJan 2019 to Nov 2021
- Simon Quick Advisors, LLCSep 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 7 states (CA, GA, IL, NJ, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7061220
- Firm CRD
- 312837