David
Navarro

Bryn Mawr Capital Management, LLC

CRD#4292278
Investment Advisor
in Philadelphia, PA

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About this Advisor

David Navarro is a chartered financial analyst based in Philadelphia, Pennsylvania with a total of 5 years of industry experience. Navarro currently works for Bryn Mawr Capital Management, LLC. During their career, the advisor has held roles at Quasar Trading, LLC, T3 Trading Group, LLC, Hd Vest Investment Services, Hd Vest Advisory Representative, Greenway Mortgage, David J Scafa Cpa, Pfs and West Capital Management. Navarro has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Pennsylvania. Bryn Mawr Capital Management, LLC is a financial advisory company that has its headquarters in Philadelphia, PA. The company has a total of 34 employees. It oversees $2 billion in total assets among its 2,204 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 2,204 client accounts, 65% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Bryn Mawr Capital Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically depend on the type of financial services offered. Fees charged by Bryn Mawr Capital Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1818 Market Street 22Nd Floor
Philadelphia, PA 19103

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Bryn Mawr Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,840,983,600

PA Average: $15,833,994,310
Total Number of Employees

34

PA Average: 41
Total Number of Accounts

2,204

PA Average: 3,342
Average Account Size

$835,292

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

David Navarro Work History

David has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

West Capital Management

2017 - 2018 (1 year)

Hd Vest Investment Services

2017 - 2018 (1 year)

Hd Vest Advisory Representative

2016 - 2018 (2 years)

Greenway Mortgage

2016 - 2018 (2 years)

David J Scafa Cpa, Pfs

2015 - 2016 (1 year)

T3 Trading Group, LLC

2013 - 2014 (1 year)

Quasar Trading, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Navarro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bryn Mawr Capital Management, LLC

Erik Oneal
Philadelphia, PA
Seth Dadds
Wilmington, DE
David Navarro
Philadelphia, PA
Andrew Davis
Philadelphia, PA
Brooke Bees
Philadelphia, PA
Stephen Biggin
Philadelphia, PA
Garrett Spangler
Philadelphia, PA
Erik Hickman
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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