Everest Consultants, LLC

Everest Consultants, LLC (CRD# 128474) is a financial advisory firm headquartered in Syracuse, NY. They manage $279,345,411 in 987 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    987
    ACCOUNTS
  • Average Account Value
    $283,025
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MD, NC, NH, NJ, NY, TX, VA

Financial Advisors at Everest Consultants, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anita P. Lombardi
CRD#: 4127712
443 N. Franklin Street, Suite 210, Syracuse, NY 13204
93
Wealthminder
score

Anita Lombardi (CRD# 4127712) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 16 years of experience in the finance industry.

2
Alexander S. Pasquale
CRD#: 3156155
443 N. Franklin Street, Suite 210, Syracuse, NY 13204
93
Wealthminder
score

Alexander Pasquale (CRD# 3156155) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has over 17 years of experience in the finance industry.

3
Nathaniel L. Gavitt
CRD#: 6480345
443 North Franklin Street, Suite 210, Syracuse, NY 13204
87
Wealthminder
score

Nathaniel Gavitt (CRD# 6480345) is an Investment Advisor Representative working at Everest Consultants, LLC in Syracuse, NY and has 1 year of experience in the finance industry.

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