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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikhil? Claim Your ProfileNikhil Kyathappala is an Investment Advisor Representative at RWA Wealth Partners in NEWTON, MA. Nikhil has been in the industry since 2016. Nikhil is registered with the state of Massachusetts. Nikhil has passed the Series 7, Series 63, Series 65, and SIE exams. RWA Wealth Partners provides a range of financial services, including financial planning, portfolio management, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
MA
02/27/2020 - Present
RWA Wealth Partners (NEWTON MA)
MA
08/12/2016 - 11/15/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOBURN MA)
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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