David Anthony Navarro

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2017-02-02
• S63 Uniform Securities Agent State Law Examination
  2001-08-04

Designations

• Chartered Financial Analyst

Other Names

• David Anthony Navarro
• David A Navarro
• David Navarro