David A. Navarro

BRYN MAWR TRUST ADVISORS

Princeton, NJ 08542

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CRD#: 4292278

Professional summary

David Anthony Navarro, who also goes by David A Navarro, David Navarro, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Princeton, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David A Navarro | David Navarro

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Navarro'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

August 29, 2018 - Present

BRYN MAWR TRUST ADVISORS, LLC

Office #1: 47 Hulfish Street Suite 320, Princeton, NJ 08542

RIA

CRD#: 285359

Princeton, NJ

Past

February 23, 2017 - September 18, 2018

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Pennington, NJ

Past

January 5, 2017 - September 18, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Pennington, NJ

Past

November 18, 2015 - November 1, 2016

T3 TRADING GROUP, LLC

CRD#: 154431

NEW YORK, NY

Past

March 26, 2013 - August 8, 2014

QUASAR TRADING, LLC

CRD#: 151974

SAN JUAN, PR

Past

August 8, 2012 - June 27, 2013

COASTAL TRADE SECURITIES, LLC

CRD#: 148246

SHORT HILLS, NJ

Past

January 25, 2012 - June 4, 2012

WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

NEW YORK, NY

Past

April 20, 2011 - January 10, 2012

DIMENSION TRADING GROUP, LLC

CRD#: 147929

NEW YORK, NY

Past

June 12, 2008 - August 18, 2010

LIGHTHOUSE FINANCIAL GROUP, LLC

CRD#: 103734

NEW YORK, NY

Past

August 6, 2003 - February 1, 2006

INSTITUTIONAL DIRECT INC.

CRD#: 23019

NEW YORK, NY

Past

December 12, 2000 - June 17, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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".

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 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

Pennsylvania
(8/29/2018)

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 66

Date: 2/2/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 4/7/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 12/11/2000

General Securities Representative Examination

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

CRD#: 285359 / SEC#: 801-108434

RIA

Registered Investment Advisory firm - (10/6/2016 Approved)

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Contact information

Main Address

1818 Market Street 22nd Floor, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 731-1820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (6/30/2025)

Regulatory assets under management

Total Number of Accounts	3,371
AUM (Assets Under Management)	$ 3,011,732,671

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/13/2024	Cover Page	Report
04/09/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

David A. Navarro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Anthony Navarro's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

T3 TRADING GROUP, LLC

QUASAR TRADING, LLC

COASTAL TRADE SECURITIES, LLC

WTS PROPRIETARY TRADING GROUP LLC

DIMENSION TRADING GROUP, LLC

LIGHTHOUSE FINANCIAL GROUP, LLC

INSTITUTIONAL DIRECT INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

BRYN MAWR TRUST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2017

Series 63

Date: 8/4/2001

SIE

Date: 9/18/2018

Series 55

Date: 4/7/2001

Series 7

Date: 12/11/2000

Current Firm

BRYN MAWR TRUST ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRYN MAWR TRUST ADVISORS, LLC

TRUST BUT VERIFY

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