Neela Mohan N. Gollapudi
Professional summary
Neela Mohan Nagaraja Gollapudi, who also goes by Neela Gollapudi, is a registered financial advisor currently at GENTRUST located in New York, New York.
Neela Mohan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Neela Mohan has worked at 3 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Neela Mohan Nagaraja Gollapudi's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 7, 2021 - Present
GENTRUST
Office #1: 900 Third Avenue 31st Floor, New York, NY 10022October 19, 2009 - April 29, 2016
CITIGROUP GLOBAL MARKETS INC.
January 28, 2003 - February 12, 2009
BARCLAYS CAPITAL INC.
Primary Firm SEC Registration
GENTRUST
CRD#: 158369 / SEC#: 801-72707
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2021)
Exams
Current Firm
GENTRUST
CRD#: 158369 / SEC#: 801-72707
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,667 |
| AUM (Assets Under Management) | $ 4,460,903,724 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 08/26/2024 | ||
| 11/27/2023 | ||
| 08/25/2022 |
Red Flags
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