Investment adviser representative · Summit Financial, LLC
Nathaniel L. Gavitt
CRD 6480345 · Syracuse, NY
At a glance
Nathaniel L. Gavitt is an investment adviser representative with Summit Financial, LLC in Syracuse, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nathaniel’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Summit Financial, LLCSince March 2025Syracuse, NY · $26B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nathaniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Summit Financial, LLC
- Carl A. AdkinsCincinnati · Certified Financial Planner
- Andrew AdolphColumbus
- Noah P. AlweissHallandale Beach
- Ron M. AmirNewport Beach · Certified Financial Planner
- Margaret R. AndersonMillersville
- Matthew P. AndersonColumbus · Certified Financial Planner
- Peter J. AndersonSheridan
- Pei-Chin AndrewDublin · Certified Financial Planner, Chartered Financial Consultant
Every advisor at Summit Financial, LLC →Summit Financial, LLC: assets, clients and custodians →Financial advisors in Syracuse, NY →Advisor Moves: who changed firms this week →