Best Investors Account Sign in
Inactive

David Anthony Navarro

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA

Princeton, NJ

Claim This Profile
Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-08-29
  • PA RA
    APPROVED
    Since 2018-08-29

Branch Locations

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

47 Hulfish Street Suite 320, Princeton, NJ 08542 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T3 Trading Group, Llc New York NY 11/2015 11/2016
Hd Vest Investment Services Pennington NJ 01/2017 08/2018
Hd Vest Advisory Representative Pennington NJ 02/2017 08/2018
Greenway Mortgage Spring Lake NJ 10/2016 05/2018
David J Scafa Cpa, Pfs Pennington NJ 10/2016 08/2018
West Capital Management Philadelphia PA 08/2018 12/2023
Bryn Mawr Trust Advisors, Llc Philadelphia PA 01/2024 Present
  • 11/2015 → 11/2016
    T3 Trading Group, Llc
    New York, NY
  • 01/2017 → 08/2018
    Hd Vest Investment Services
    Pennington, NJ
  • 02/2017 → 08/2018
    Hd Vest Advisory Representative
    Pennington, NJ
  • 10/2016 → 05/2018
    Greenway Mortgage
    Spring Lake, NJ
  • 10/2016 → 08/2018
    David J Scafa Cpa, Pfs
    Pennington, NJ
  • 08/2018 → 12/2023
    West Capital Management
    Philadelphia, PA
  • 01/2024 → Present
    Bryn Mawr Trust Advisors, Llc
    Philadelphia, PA
Previous Registrations
  • 2017-02-23 → 2018-09-18
    Avantax Advisory Services
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-02
S63 Uniform Securities Agent State Law Examination 2001-08-04
  • S66 Uniform Combined State Law Examination
    2017-02-02
  • S63 Uniform Securities Agent State Law Examination
    2001-08-04
Designations
Other Names
  • David Anthony Navarro
  • David A Navarro
  • David Navarro

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor