Steven
Gitter
Purevest
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About this Advisor
Steven Gitter is a financial advisor who works in Staten Island, New York with a total of 1 year of industry experience. Gitter is on the advisory team at Purevest. Throughout their career, they have worked at Joseph Gunnar & Co., LLC, Ing Financial Partners, Inc, Voya Financial Advisors, Cetera Advisor Networks LLC and Purevest, LLC. Gitter maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York. Purevest is a firm headquartered in Staten Island, NY. It administers $28 million in assets under management across its 126 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 126 client accounts, just 9% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Purevest can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Purevest Brokerage Details
$27,650,000
2
126
$219,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steven Gitter Work History
Steven has been registered as a financial advisor for 1 years.*
Purevest, LLC
Cetera Advisor Networks LLC
Voya Financial Advisors
Ing Financial Partners, Inc
Joseph Gunnar & Co., LLC
*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 Steven Gitter 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 Purevest
Staten Island, NY
Staten Island, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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