Unclaimed Profile

Jason M Gitter

PUREVEST, LLC·STATEN ISLAND, New York

Clean recordPUREVEST, LLC

1110 SOUTH AVE, STATEN ISLAND, NY 10314CRD# 4670240Firm CRD# 318332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason M Gitter · STATEN ISLAND, NY

Registration

CRD #4670240 · PUREVEST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason M Gitter is a registered financial advisor based in STATEN ISLAND, New York, affiliated with PUREVEST, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PUREVEST, LLC

PUREVEST

AUM

$32M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PUREVEST, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4670240

Firm CRD# 318332

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason M Gitter offer?

Jason M Gitter specializes in Financial Planning, Investment Management. Contact their office in STATEN ISLAND, New York for a consultation.

What are Jason M Gitter's credentials?

Jason M Gitter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason M Gitter located?

Jason M Gitter is based in STATEN ISLAND, New York, working with PUREVEST, LLC. Their office serves clients in the STATEN ISLAND metropolitan area and surrounding communities.

How does Jason M Gitter charge for services?

Jason M Gitter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PUREVEST, LLC?

PUREVEST, LLC has approximately 2 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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