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Girish Navare

Kestra Private Wealth Services, LLC
11 Years of Experience
Boca Raton, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Girish Navare is a CFA-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Boca Raton, FL, with 11 years of industry experience. Girish is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2650 N. Military Trail, Suite 420, Boca Raton, FL, 33431

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2023
Settled
Judgment / Lien
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Girish is the Director of Investment Strategies at Eagle Harbor Advisors, acting as a portfolio manager. He also works as a financial advisor and part business owner at Eagle Harbor Insurance, offering fixed insurance solutions; these roles take minimal time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2021 - Present · 5 yrs
Kestra Private Wealth Services, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - October 2021 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - October 2021 · 2 yrs 3 mos
Morgan Stanley
November 2015 - July 2019 · 3 yrs 8 mos
Morgan StanleyBroker
September 2015 - July 2019 · 3 yrs 10 mos
Pruco Securities, LLC.Broker
April 2011 - June 2011 · 2 mos
State Registrations22 states
AKAZCACTDEFLGALAMAMINCNENHNJNVNYPARISCTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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