Osaic Wealth
39yrs
Top advisor by experience in Chalfont
26yrs
Nathan Klevit
Financial advisor at Primerica Advisors
Nathan Klevit is a fiduciary financial advisor in Chalfont, Pennsylvania, with 26 years in the industry. After a year at Merrill and a year at Harrisdirect, Nathan joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 35 advisors with offices in Chalfont, and one of 35 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 25% by experience at Primerica Advisors
Office31 Oak Ave Suite 150-C, Chalfont, PA 18914
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowPFS Investments Inc.Current firm
- Aug 2020 – Apr 2021MerrillPreviously
- Mar 2019 – Jul 2020Harrisdirect LLCPreviously
- Dec 2017 – Mar 2019Valic Financial Advisors, Inc.Previously
- Jul 2012 – Nov 2012Fisher InvestmentsPreviously
Contact Nathan
Local office(814) 900-5102Ask for Nathan. (833) 786-0550Main office · Duluth, GA 31 Oak Ave Suite 150-CChalfont, PA 18914Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call Nathan’s local office at (814) 900-5102 or the Primerica Advisors main office at (833) 786-0550, and ask for Nathan Klevit.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2001, about 26 years. Top 25% by experience at Primerica Advisors.
What licenses does Nathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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