EN
Edgar L. Nava
GROVE WEALTH MANAGEMENT
MIAMI, FL 33130
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CRD#: 6573817
EN
Professional summary
Edgar Leonardo Nava is a registered financial advisor currently at GROVE WEALTH MANAGEMENT, LLC located in Miami, Florida.
Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Edgar has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. WINESTICO CONSULTANTS LLC: non-investment related company, is a business consultant firm. Address: 175 SW 7th Street, Suite 1815, Miami Fl 33130.
I am currently the President and shareholder, since 11-2012. I devote around 6 hours per month to this business, essentially out of trading hours. My duties
in Winestico are to make business research or write reports depending on the subject of the consulting.
2.GROVE PARTNERSHIP INVESTMENTS: non-investment related company, is a passive company that owns real state. I am currently a Director and shareholder.
Address: 804 West Yucon Street, Tampa, Fl 33604. I devote around 2 hours per month to this business, out of trading hours. My duties
in GROVE PARTNERSHIP are the usual Director obligations, since is just a passive company with no economical activity other than renting the real estate.
3.BELLA ROSE ALF: non-investment related company, is a licensed Assisted Living Facility. I am currently a Director and shareholder.
Address: 804 West Yucon Street, Tampa, Fl 33604. I devote around 2 hours per month to this business, out of trading hours. My duties
in BELLA ROSE ALF are the usual Director obligations, since the company is specialized in elderly care, which is an area out of my expertise. The company has
specialized business managers that run the day to day duties.
CRS (Client Relationship Summary) - RIA
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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
December 4, 2019 - Present
GROVE WEALTH MANAGEMENT, LLC
Office #1: 175 Sw 7th Street, Suite #1815, Miami, FL 33130RIA
CRD#: 281917
MIAMI, FL
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
Florida(12/4/2019)
Current Firm
GW
GROVE WEALTH MANAGEMENT, LLC
GROVE WEALTH MANAGEMENT, INC. | GROVE WEALTH MANAGEMENT, LLC
CRD#: 281917 / SEC#:
Florida
Registered Investment Advisory firm - (2/11/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
175 Sw 7th Street, Suite #1815, Miami, FL 33130
Mailing Address
Phone number
(305) 384-4770
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 14,094,357 |
Red Flags
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Company Information
GROVE WEALTH MANAGEMENT, LLC
CRD#: 281917Miami, FL 33130TRUST BUT VERIFY
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