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David Anthony Navarro

Bryn Mawr Capital Management, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Bryn Mawr Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
H.D. Vest Advisory Services, INC
February 2017 - September 2018 · 1 yr 7 mos
Hd Vest Investment ServicesBroker
January 2017 - September 2018 · 1 yr 8 mos
T3 Trading Group, LLCBroker
November 2015 - November 2016 · 1 yr
Quasar Trading, LLCBroker
March 2013 - August 2014 · 1 yr 5 mos
Coastal Trade Securities, LLCBroker
August 2012 - June 2013 · 10 mos
Wts Proprietary Trading Group LLCBroker
January 2012 - June 2012 · 5 mos
Dimension Trading Group, LLCBroker
April 2011 - January 2012 · 9 mos
Lighthouse Financial Group, LLCBroker
June 2008 - August 2010 · 2 yrs 2 mos
Institutional Direct INC.Broker
August 2003 - February 2006 · 2 yrs 6 mos
Bear, Stearns & CO. INC.Broker
December 2000 - June 2008 · 7 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.