Navesink Advisors LLC

Navesink Advisors LLC (CRD# 117456) is a financial advisory firm headquartered in , . They manage $400,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.panterandkelly.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Navesink Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Kelly, financial advisor Lincroft NJ
Daniel M. Kelly
CRD#: 1927336
Lincroft, NJ

Daniel Kelly (CRD# 1927336) is an Investment Advisor Representative working at Navesink Advisors LLC in Lincroft, NJ and has over 33 years of experience in the finance industry.

2
Michael Panter, financial advisor Lincroft NJ
Michael J. Panter
CRD#: 3147738
Lincroft, NJ

Michael Panter (CRD# 3147738) is an Investment Advisor Representative working at Navesink Advisors LLC in Lincroft, NJ and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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