Nathaniel
Gavitt
Everest Consultants, LLC
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About this Advisor
Nathaniel Gavitt is a financial advisor working in Syracuse, New York with a total of 2 years of relevant experience. Gavitt is an employee of Everest Consultants, LLC. Their career trajectory has included roles at Everest Consultants, LLC and Paychex, Inc. Gavitt holds a Series 65 license, designating them as an investment advisor representative, and can operate in New York and Texas. Everest Consultants, LLC is a firm headquartered in Syracuse, NY. The investment advisory business has a total of six employees. It manages $446 million in assets across its 1,628 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 1,628 accounts, 22% are associated with high-net-worth investors who have more than $1 million in assets. Everest Consultants, LLC offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on the financial services provided. However, fee types billed by Everest Consultants, LLC likely consist of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everest Consultants, LLC Brokerage Details
$445,965,627
6
1,628
$273,935
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Nathaniel Gavitt Work History
Nathaniel has been registered as a financial advisor for 2 years.*
Everest Consultants, LLC
Everest Consultants, LLC
Paychex, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathaniel Gavitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Everest Consultants, LLC
Syracuse, NY
Syracuse, NY
Syracuse, NY
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