Unclaimed Profile

Steven Matthew Gitter

PUREVEST, LLC·STATEN ISLAND, New York

SIE, Series 7, Series 63, Series 6511 years registeredPUREVEST, LLC

1110 SOUTH AVE, STATEN ISLAND, NY 10314CRD# 4673631Firm CRD# 318332

Profile Verification

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

Identity

Steven Matthew Gitter · STATEN ISLAND, NY

Registration

CRD #4673631 · PUREVEST, LLC · 11 years registered

Brand Profile

Not yet started

Career History

PUREVEST

Mar 2022 – present

PUREVEST

Feb 2022 – Feb 2022

STATEN ISLAND, NY

CETERA ADVISOR NETWORKS LLC

Jun 2021 – Mar 2022

STATEN ISLAND, NY

VOYA FINANCIAL ADVISORS, INC.

Apr 2015 – Jun 2021

STATEN ISLAND, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 10, 2015

Years registered · 11

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PUREVEST, LLC

CRD 318332 · SEC 801-123242

AUM

$32M

Regulatory assets under management

Employees

162 client accounts

Services offered by PUREVEST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PUREVEST, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Matthew Gitter offer?

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

What are Steven Matthew Gitter's credentials?

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

Where is Steven Matthew Gitter located?

Steven Matthew 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 Steven Matthew Gitter charge for services?

Steven Matthew 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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