David Price is a CFP-designated registered investment advisor, based in Rye Brook, NY, with 13 years of industry experience.
Location
800 Westchester Avenue, Suite 700, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a managing partner at Navis Wealth Advisors, LLC, providing investment advisory and financial planning, dedicating nearly full-time hours. He also manages Navis Wealth Preservation, LLC, offering insurance advice, and spends minimal time overseeing tax planning and holding companies.
Employment History
Current Registrations
Great Point Capital LLCBroker
Navis Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
M&t Securities, INC.Broker
State Registrations2 states
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