Navis Wealth Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 311171
- SEC number
- 801-119746
- Firm type
- RIA
- Assets under management
- $902.2M as of Jun 2, 2026
- Website
- www.linkedin.com/company/navis-wealth-management ↗
- Phone
- 914-848-8300
- Address
- 800 Westchester Avenue, Rye Brook, NY, 10573
Advisors at this firm
6 in our index · page 1 of 1
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Jason AuerbachCRD 6692932 · Jupiter, FLIA RegisteredBroker
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David Benjamin BruckmanCRD 4419254 · Rye Brook, NYIA RegisteredBroker
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Letizia Flavia CarlistoCRD 6379290 · Rye Brook, NYIA RegisteredBroker
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Paul FeganCRD 2843750 · Rye Brook, NYIA RegisteredBrokerDisclosure event(s) on record
-
David Stanley PriceCRD 3016332 · Rye Brook, NYIA RegisteredBroker
-
Nicholas J ScennaCRD 7870349 · Rye Brook, NYIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 311171 ↗
FINRA BrokerCheck record for firm CRD 311171 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.