Navis Wealth Advisors LLC
Navis Wealth Advisors LLC (CRD# 311171) is a financial advisory firm headquartered in Rye Brook, NY. They manage $317,386,580 in 335 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management317MILLION
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Total Number of Accounts335ACCOUNTS
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Average Account Value$947,423
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NY, TX
David Bruckman (CRD# 4419254) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 22 years of experience in the finance industry.
Letizia Carlisto (CRD# 6379290) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 5 years of experience in the finance industry.
Paul Fegan (CRD# 2843750) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 7 years of experience in the finance industry.
David Price (CRD# 3016332) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 25 years of experience in the finance industry.