GN
CFA
GN
CFA
Girish Navare is a CFA-designated registered investment advisor, based in Austin, TX, with 10 years of industry experience.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
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 2023Settled
Judgment / Lien
July 2014Other 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 · 4 yrs 9 mos
Kestra Private Wealth Services, LLC
October 2021 - Present · 4 yrs 9 mos
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 Registrations21 states
AKAZCACTDEFLGALAMAMINCNENHNJNVNYPARISCTXWA
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.