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David Anthony Navarro

Investment Adviser Representative at BRYN MAWR TRUST ADVISORS, LLC

Princeton, NJCRD #4292278Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/2/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 8/4/2001
SIE
Securities Industry Essentials Examination
Passed 9/18/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 4/7/2001
Series 7
General Securities Representative Examination
Passed 12/11/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BRYN MAWR TRUST Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COASTAL TRADE SECURITIES, LLC
8/8/20126/27/2013SHORT HILLS, NJ
INSTITUTIONAL DIRECT INC.
8/6/20032/1/2006NEW YORK, NY
LIGHTHOUSE FINANCIAL GROUP, LLC
6/12/20088/18/2010NEW YORK, NY
DIMENSION TRADING GROUP, LLC
4/20/20111/10/2012NEW YORK, NY
QUASAR TRADING, LLC
3/26/20138/8/2014SAN JUAN, PR
BEAR, STEARNS & CO. INC.
12/12/20006/17/2008NEW YORK, NY
T3 TRADING GROUP, LLC
11/18/201511/1/2016NEW YORK, NY
HD VEST INVESTMENT SERVICES
1/5/20179/18/2018Pennington, NJ
WTS PROPRIETARY TRADING GROUP LLC
1/25/20126/4/2012NEW YORK, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Anthony Navarro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Anthony Navarro - Financial Advisor in Princeton, NJ | AdvisorFinder