Unclaimed Profile

David S Price

NAVIS WEALTH ADVISORS LLC·RYE BROOK, New York

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record9 years registeredNAVIS WEALTH ADVISORS LLC

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 3016332Firm CRD# 311171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David S Price · RYE BROOK, NY

Registration

CRD #3016332 · NAVIS WEALTH ADVISORS LLC · 9 years registered

Brand Profile

Not yet started

Career History

NAVIS WEALTH ADVISORS LLC

Mar 2021 – present

SANCTUARY ADVISORS, LLC

Nov 2018 – Jan 2021

RYE BROOK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2016 – Nov 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 21, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVIS WEALTH ADVISORS LLC

CRD 311171 · SEC 801-119746

AUM

$410M

Regulatory assets under management

Employees

106 client accounts

Services offered by NAVIS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVIS WEALTH ADVISORS LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RYE BROOK?

Browse all registered financial advisors in RYE BROOK, New York or claim this profile if it's yours.

Browse RYE BROOK Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →