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).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $947,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NY, TX

Financial Advisors at Navis Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
David B. Bruckman
CRD#: 4419254
800 Westchester Avenue, Suite 700, Rye Brook, NY 10573

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.

2
Letizia F. Carlisto
CRD#: 6379290
800 Westchester Avenue, Suite 700, Rye Brook, NY 10573

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.

3
Paul Fegan
CRD#: 2843750
800 Westchester Avenue, Suite 700, Rye Brook, NY 10573

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.

4
David S. Price
CRD#: 3016332
800 Westchester Avenue, Suite 700, Rye Brook, NY 10573

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.

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