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).

Current Firm Details
443 North Franklin Street, Suite 210, Syracuse, NY 13204
https://everestconsultants.net/
By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    1,787
    ACCOUNTS
  • Average Account Value
    $307,731
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MD, NC, NJ, NY, TX, VA

Financial Advisors at Everest Consultants, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nathaniel Gavitt, financial advisor Syracuse NY
Nathaniel L. Gavitt
CRD#: 6480345
443 North Franklin Street, Suite 210, Syracuse, NY 13204

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.

2
Anita Lombardi, financial advisor Syracuse NY
Anita P. Lombardi
CRD#: 4127712
443 N. Franklin Street, Suite 210, Syracuse, NY 13204

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.

3
Alexander Pasquale, financial advisor Syracuse NY
Alexander S. Pasquale
CRD#: 3156155
443 N. Franklin Street, Suite 210, Syracuse, NY 13204

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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