Navesink Advisors LLC

Navesink Advisors LLC (CRD# 117456) is a financial advisory firm headquartered in , . They manage $4,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $500,000
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Michael J. Panter
CRD#: 3147738
Shrewsbury, NJ
93
Wealthminder
score

Michael Panter (CRD# 3147738) is an Investment Advisor Representative working at Navesink Advisors LLC in Shrewsbury, NJ and has over 17 years of experience in the finance industry.

2
Daniel M. Kelly
CRD#: 1927336
Shrewsbury, NJ
81
Wealthminder
score

Daniel Kelly (CRD# 1927336) is an Investment Advisor Representative working at Navesink Advisors LLC in Shrewsbury, NJ and has over 26 years of experience in the finance industry.

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