Everest Consultants, LLC
Everest Consultants, LLC (CRD# 128474) is a financial advisory firm headquartered in Syracuse, NY. They manage $549,915,491 in 1,787 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management550MILLION
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Total Number of Accounts1,787ACCOUNTS
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Average Account Value$307,731
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, MA, MD, NC, NJ, NY, TX, VA
Nathaniel Gavitt (CRD# 6480345) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 8 years of experience in the finance industry.
Anita Lombardi (CRD# 4127712) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.
Alexander Pasquale (CRD# 3156155) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.