Financial ADVSR advisor directory · SEC adviser records
Navis Wealth Advisors LLC financial advisors in Rye Brook, NY
Every SEC-registered investment adviser representative at a Navis Wealth Advisors LLC office in Rye Brook, A to Z.
The short answer
5 registered advisors work at Navis Wealth Advisors LLC in Rye Brook, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Navis Wealth Advisors LLC advisors in Rye Brook, A to Z
Every Navis Wealth Advisors LLC advisor →- David B. BruckmanAlso a broker rep
- Letizia F. CarlistoCertified Financial Planner · Also a broker rep
- Paul Fegan Jr.Certified Financial Planner · Also a broker rep
- David S. PriceCertified Financial Planner · Also a broker rep
- Nicholas J. ScennaAlso a broker rep
Navis Wealth Advisors LLC advisors in every city and state →Navis Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Navis Wealth Advisors LLC advisors in other cities
Other firms in Rye Brook
All Rye Brook advisors →Park Avenue Securities LLC 54Belle Haven Investments, L.P. 18Ameriprise Financial Services, LLC 13LPL Financial LLC 6Oxler Private Wealth 4Beacon Financial Advisors 3Municipal Asset Management Inc. 3
Questions
How many financial advisors does Navis Wealth Advisors LLC have in Rye Brook?
5 investment adviser representatives are registered at Navis Wealth Advisors LLC offices in Rye Brook, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Navis Wealth Advisors LLC one of the largest advisor employers in Rye Brook?
Navis Wealth Advisors LLC ranks number 5 in Rye Brook by registered advisors; Park Avenue Securities LLC has the most, with 54.
How do I check a Navis Wealth Advisors LLC advisor in Rye Brook?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.