Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Navarro is a financial advisor with Bryn Mawr Capital Management, LLC in Philadelphia, Pennsylvania. David has been a registered investment advisor representative for over 18 years and has experience working in the financial industry since 2000. He is a Chartered Financial Analyst and holds Series 63, Series 66, and Series 7 licenses, and has also passed the SIE and Series 55 exams. David has worked with HD Vest Investment Services, T3 Trading Group, LLC, Quasar Trading, LLC, Coastal Trade Securities, LLC, WTS Proprietary Trading Group LLC, Dimension Trading Group, LLC, Lighthouse Financial Group, LLC, Bear, Stearns & Co. Inc., and Institutional Direct Inc. in the past. David works with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/29/2018 - Present
Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)
NJ
01/05/2017 - 09/18/2018
HD VEST INVESTMENT SERVICES (Pennington NJ)
NY
11/18/2015 - 11/01/2016
T3 TRADING GROUP, LLC (NEW YORK NY)
PR
03/26/2013 - 08/08/2014
QUASAR TRADING, LLC (SAN JUAN PR)
NJ
08/08/2012 - 06/27/2013
COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)
NY
01/25/2012 - 06/04/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
04/20/2011 - 01/10/2012
DIMENSION TRADING GROUP, LLC (NEW YORK NY)
NY
06/12/2008 - 08/18/2010
LIGHTHOUSE FINANCIAL GROUP, LLC (NEW YORK NY)
NY
12/12/2000 - 06/17/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/06/2003 - 02/01/2006
INSTITUTIONAL DIRECT INC. (NEW YORK NY)
BOTH
Issued 02/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Navarro is the right advisor for you? Invested Better is here to help.
