Steven Matthew Gitter
Investment adviser representative at Purevest
12 yearsExperience
1 stateRegistered in
$51.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Purevest, LLCFeb 2022 to now
- Cetera Advisor Networks LLCJun 2021 to Feb 2022
- Voya Financial AdvisorsSep 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Purevest
Legal name: Purevest, LLC
$51.6MAssets managed
91Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4673631
- Firm CRD
- 318332