David S. Bunnell

NAVIGATE PRIVATE WEALTH

Draper, UT 84020

Some features on this profile are disabled

CRD#: 2135586

Professional summary

David Scott Bunnell, who also goes by Scott Bunnell, is a registered financial advisor currently at NAVIGATE PRIVATE WEALTH, LLC located in Draper, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Bunnell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAVIGATE PRIVATE WEALTH, LLC, START: 05/02/2014, 12012 S 700 EAST STE. 100 DRAPER, UT 84020, RIA, CHEIF COMPLIANCE OFFICER, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. ALLEGIS ADVISOR GROUP, LLC, START: 07/01/14, 10235 S. JORDAN GATEWAY #420 SOUTH JORDAN, UT 84095, INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 3. Giverny Master Association., Board of Directors; NIR; Neighborhood HOA. It is a volunteer position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Bunnell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 7, 2014 - Present

NAVIGATE PRIVATE WEALTH, LLC

Office #1: 12012 South 700 East Suite 100, Draper, UT 84020

RIA

CRD#: 170774

Draper, UT

Past

July 1, 2016 - March 7, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Draper, UT

Past

May 2, 2014 - July 1, 2016

MUTUAL SECURITIES, INC.

CRD#: 13092

Draper, UT

Past

August 20, 1993 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

December 23, 1991 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DRAPER, UT

Past

August 12, 1991 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 12, 1991 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

DRAPER, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(5/7/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/13/2015

General Securities Principal Examination

Current Firm

NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC | NPW

CRD#: 170774 / SEC#: 801-79648

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12012 South 700 East Suite 100, Draper, UT 84020

Mailing Address

Phone number

(801) 676-4588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,804
AUM (Assets Under Management)	$ 462,565,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David S. Bunnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Bunnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGIS INVESTMENT SERVICES, LLC

MUTUAL SECURITIES, INC.

AMERICAN EXPRESS SERVICE CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

NAVIGATE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/1993

Series 63

Date: 6/17/1991

SIE

Date: 3/7/2018

Series 7

Date: 8/7/1991

Series 24

Date: 8/13/2015

Current Firm

NAVIGATE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVIGATE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors