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Financial ADVSR advisor directory · SEC adviser records

Navis Wealth Advisors LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Navis Wealth Advisors LLC office in New York, by city and A to Z.

The short answer

5 registered advisors work at Navis Wealth Advisors LLC in New York, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Rye Brook (5). 3 list the CFP designation and 5 are also registered broker representatives.

Navis Wealth Advisors LLC advisors by city in New York

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Rye Brook 5

Navis Wealth Advisors LLC advisors in New York, A to Z

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Questions

How many Navis Wealth Advisors LLC financial advisors are in New York?

5 investment adviser representatives are registered at Navis Wealth Advisors LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Where in New York does Navis Wealth Advisors LLC have the most advisors?

Rye Brook, with 5. Navis Wealth Advisors LLC has advisors in 1 city in New York.

How do I check a Navis Wealth Advisors LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Navis Wealth Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.