Nikhil Patel
Investment adviser representative at Capital Client Group, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
10 years in the industry.
- Capital Client Group, Inc.Aug 2026 to now
- Capital Group / Capital Client Group, Inc.Aug 2026 to now
- J.P. Morgan Securities LLCApr 2025 to Jul 2026
- Morgan StanleyJul 2024 to Mar 2025
- Morgan StanleyJun 2023 to Aug 2023
- NordstromJun 2021 to Jul 2021
- Arizona State UniversityAug 2020 to May 2024
- UnemployedFeb 2020 to Aug 2020
- Abercrombie & FitchOct 2019 to Feb 2020
- UnemployedAug 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 7713121
- Firm CRD
- 6247