Best Investors Account Sign in

Steven Michael Navarra

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

San Diego, CA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-23
CA RA APPROVED 2019-07-15
  • TX RA
    APPROVED
    Since 2019-08-23
  • CA RA
    APPROVED
    Since 2019-07-15

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • United States

12830 El Camino Real, San Diego, CA 92130 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 02/2019 Present
Banister Hand Therapy, Inc. Gilroy CA 09/2018 02/2019
Extended Travel Morgan Hill CA 07/2018 08/2018
University Of California, Santa Barbara Santa Barbara CA 09/2016 06/2018
Patxi's Pizza Santa Barbara CA 06/2017 07/2017
Caffe Primo Santa Barbara CA 04/2016 09/2016
Bank Of America, N.A. Palo Alto CA 08/2024 Present
  • 02/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 09/2018 → 02/2019
    Banister Hand Therapy, Inc.
    Gilroy, CA
  • 07/2018 → 08/2018
    Extended Travel
    Morgan Hill, CA
  • 09/2016 → 06/2018
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 06/2017 → 07/2017
    Patxi's Pizza
    Santa Barbara, CA
  • 04/2016 → 09/2016
    Caffe Primo
    Santa Barbara, CA
  • 08/2024 → Present
    Bank Of America, N.A.
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-12
  • S66 Uniform Combined State Law Examination
    2019-07-12
Other Names
  • Steven Michael Navarra
  • Steven Navarra

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor