GN
Girish P. Navare
KESTRA PRIVATE WEALTH SERVICES
Boca Raton, FL 33431
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CRD#: 5901641
GN
Professional summary
Girish Prakash Navare, who also goes by G Navare, Girish P Navare, Girish Navare, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Boca Raton, Florida and KESTRA INVESTMENT SERVICES, LLC located in Boca Raton, Florida.
Girish is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Girish has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
G Navare | Girish P Navare | Girish Navare
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.
Bus Name: EAGLE HARBOR ADVISORSPOSITION: Director of Investment Strategies NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/18/2021 ADDRESS: 2056 N Military Trl, Suite 130, Boca Raton FL 33431 DESCRIPTION: Portfolio Manager, responsible for all clients' positions and maintaining their portfolios suitable to their risk profile. Due diligence of all investments and investment managers. Make recommendations. Bus Name: GIRISH NAVARE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/31/2022 ADDRESS: 9315 Laurel Green Dr, Boynton Beach FL 33437 DESCRIPTION: Full Fiduciary and Suitability responsibilities. Bus Name: EAGLE HARBOR INSURANCE POSITION: Part business owner NATURE: Insurance INVESTMENT RELATED: Yes, #OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2025 ADDRESS: 2650 N Military Trl, Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Offer fixed insurance solutions to appropriate individuals, families, and business owners.
CRS (Client Relationship Summary) - RIA
Click below to view Girish Prakash Navare's 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®
NoneExperience
Current
October 18, 2021 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 2650 N. Military Trail Suite 420, Boca Raton, FL 33431RIA
CRD#: 155193
Boca Raton, FL
Current
October 18, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2650 N. Military Trail Suite 420, Boca Raton, FL 33431BD
CRD#: 42046
Boca Raton, FL
Past
July 5, 2019 - October 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
July 5, 2019 - October 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
Past
November 12, 2015 - July 8, 2019
MORGAN STANLEY
RIA
CRD#: 149777
BOCA RATON, FL
Past
September 1, 2015 - July 8, 2019
MORGAN STANLEY
BD
CRD#: 149777
BOCA RATON, FL
Past
April 12, 2011 - June 3, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
PARAMUS, NJ
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/14/2022)
RR
Arizona(10/18/2021)
RR
California(10/18/2021)
RR
Connecticut(10/18/2021)
RR
Delaware(10/18/2021)
RR
Florida(10/18/2021)
IAR
Florida(10/21/2021)
RR
Georgia(10/18/2021)
RR
Louisiana(10/18/2021)
RR
Massachusetts(10/18/2021)
RR
Michigan(10/18/2021)
RR
Nebraska(11/11/2021)
RR
Nevada(10/18/2021)
RR
New Hampshire(10/18/2021)
RR
New Jersey(10/18/2021)
RR
New York(10/18/2021)
RR
North Carolina(10/20/2021)
RR
Pennsylvania(10/18/2021)
RR
Rhode Island(10/18/2021)
RR
South Carolina(3/26/2024)
RR
Tennessee(2/22/2024)
RR
Texas(10/18/2021)
IAR
Texas(10/18/2021)
RR
Washington(5/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Boca Raton, FL 33431TRUST BUT VERIFY
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