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Chief Compliance Officer and Chief Executive Officer · Gravitalix Financial

Neil Steinhardt

CRD 8205739 · Named on Form ADV at one SEC-registered adviser

At a glance

Gravitalix Financial, an SEC-registered wealth manager based in Coral Springs, FL with $395 million in regulatory assets, lists Neil Steinhardt on its Form ADV as Chief Compliance Officer and Chief Executive Officer, a control person.

Firms and roles

  • Gravitalix FinancialChief Compliance Officer and Chief Executive OfficerWealth manager · Coral Springs, FL · $395M in regulatory assets

AtlasMembers

Neil’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Neil’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.