Best Investors Account Sign in
Inactive

Michael John Panter

Navesink Advisors LLC

Lincroft, NJ

CRD 3147738

Claim This Profile
Employer firm

Navesink Advisors LLC CRD 117456

$400.0K regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Navesink Advisors Llc

Lincroft, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Lincroft, NJ • 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
Capital Analysts Inc Radnor PA 12/2003 Present
Navesink Advisors Llc Red Bank NJ 11/2005 Present
  • 12/2003 → Present
    Capital Analysts Inc
    Radnor, PA
  • 11/2005 → Present
    Navesink Advisors Llc
    Red Bank, NJ
Previous Registrations
  • 2013-06-06 → 2014-12-11
    Proponent Asset Advisors, Llc
    Shrewsbury, NJ
  • 2011-06-14 → 2012-12-31
    Proponent Asset Advisors, Llc
    Shrewsbury, NJ
Other Businesses

NAVESINK ADVISORS, LLC (INVESTMENT RELATED) INVESTMENT ADVISORY FIRM SERVICING INSTITUTIONAL CLIENTS (4 HOURS PER WEEK)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-05
S63 Uniform Securities Agent State Law Examination 1999-01-16
  • S65 Uniform Investment Adviser Law Examination
    2008-09-05
  • S63 Uniform Securities Agent State Law Examination
    1999-01-16
Other Names
  • Michael John Jr Panter

View on SEC IAPD

More in Lincroft, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor