David Navarro, financial advisor Philadelphia PA

David Navarro

CRD Number: 4292278
Current Firm: Bryn Mawr Capital Management, LLC

David Navarro (CRD# 4292278) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
West Capital Management Philadelphia, PA Aug 2018 - Current 5
Hd Vest Advisory Representative Pennington, NJ Feb 2017 - Aug 2018 1
Hd Vest Investment Services Pennington, NJ Jan 2017 - Aug 2018 1
David J Scafa Cpa, Pfs Pennington, NJ Oct 2016 - Aug 2018 1
Greenway Mortgage Spring Lake, NJ Oct 2016 - May 2018 1
T3 Trading Group, LLC New York, NY Nov 2015 - Nov 2016 1
Unemployed Freehold, NJ Sep 2014 - Oct 2015 1
Quasar Trading, LLC New York, NY Mar 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for David A. Navarro
Phone Number: 215.731.1820
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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