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David S Price

NAVIS WEALTH ADVISORS LLC·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 3016332Firm CRD# 311171
01

About

David S Price is a registered financial advisor based in RYE BROOK, New York, affiliated with NAVIS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIS WEALTH ADVISORS LLC
NAVIS WEALTH ADVISORS LLC
AUM
$410M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVIS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3016332
Firm CRD# 311171
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David S Price offer?
David S Price specializes in Financial Planning, Investment Management. Contact their office in RYE BROOK, New York for a consultation.
What are David S Price's credentials?
David S Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David S Price located?
David S Price is based in RYE BROOK, New York, working with NAVIS WEALTH ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does David S Price charge for services?
David S Price's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIS WEALTH ADVISORS LLC?
NAVIS WEALTH ADVISORS LLC has approximately 6 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NAVIS WEALTH ADVISORS LLC

Paul Christian Fegan
RYE BROOK, NY

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