Purevest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PureVest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass‑affluent and high‑net‑worth households, and also works with businesses and retirement plans. The firm offers portfolio management, personalized asset allocation, retirement plan consulting and participant advisory services as part of its fee‑based advisory practice.
Portfolios are constructed to match client objectives (ranging from income with capital preservation to aggressive growth) and may include mutual funds, ETFs, individual securities, options, and tax‑loss harvesting, with ongoing portfolio monitoring and rebalancing. Although the firm is registered to manage accounts on either a discretionary or non‑discretionary basis, its Form ADV reports $72,414,656 in non‑discretionary assets and $0 in discretionary AUM, so most client accounts are managed with client pre‑approval of trades.
Distinctive features compared with peers include the predominance of non‑discretionary AUM — a relatively uncommon arrangement for supported firms — and a broad set of retirement services that cover ERISA fiduciary consulting, participant education and plan‑level monitoring. The brochure also discloses that some investment representatives are licensed insurance agents and that the firm receives custodian support services from its Schwab relationship; these are documented potential conflicts of interest that the firm addresses through disclosure and internal policies.
Client services
Expertise
Occupation focus
Fee options
Fee-only: Investment management fees generally do not exceed 2.5% of assets under management; fees are negotiable and may vary based on scope, complexity, time, or expertise required; fees are paid monthly in advance or arrears based on the last day of the billing cycle. No separate financial planning fees (included in asset management).
Main office
1110 South Ave, Suite 85
Staten Island NY 10314
Advisors at this office
3
Most active in
New Jersey · New York
Also doing business as
Purevest · Purevest, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott H
Series 63, Series 65
Staten Island, NY
Purevest
Scott Hechler is a financial advisor at Purevest with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Spartan Capital Securities, SW Financial, Worden Capital Management, and Legend Securities. Purevest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary account management and offers a broad range of retirement services alongside personalized portfolio construction and ongoing monitoring.
Jason G
Series 63, Series 66
Staten Island, NY
Purevest
Jason Gitter is a financial advisor at PureVest with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisor Networks and Voya Financial Advisors. In addition to his advisory role, he operates an independent insurance agency focusing on fixed insurance product sales. PureVest provides asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management and offers a broad range of retirement services alongside ongoing portfolio monitoring and rebalancing.
Steven G
Series 63, Series 65
Staten Island, NY
Purevest
Steven Gitter is a financial advisor at PureVest with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, he is involved in managing Door Clipper Inc., a local advertising and coupon business. PureVest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management with services including personalized asset allocation, retirement plan consulting, and ongoing portfolio monitoring.
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