Navis Wealth Advisors LLC

Nicholas Scenna is an investment advisor representative with Navis Wealth Advisors LLC and a registered representative with Great Point Capital LLC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Morgan Stanley and the New York Power Authority. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $540.7 million in discretionary assets and employs a fundamental-analysis, long-term investment approach with diversified portfolios.

Paul Fegan is a CFP® and Series 66-registered financial advisor with Navis Wealth Advisors LLC, bringing nine years of industry experience. His previous roles include positions at Great Point Capital, LLC, Purshe Kaplan Sterling Investments, Sanctuary Securities, Inc., Bank of America, N.A., and Merrill Lynch. He serves as a director for Navis Foundation, Inc., where he oversees the activities of the charity. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $540.7 million in discretionary assets and employs a fundamental-analysis, long-term investment approach with diversified portfolios.

Letizia Carlisto is a CFP® with seven years of industry experience, currently serving as a Wealth Advisor Associate at Navis Wealth Advisors LLC. Her prior roles include positions at Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering the financial sector, she worked at Porta Napoli Restaurant. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $540.7 million in discretionary assets and employs a fundamental-analysis, long-term investment approach with diversified portfolios tailored to client goals.

Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC in Jupiter, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., DB USA Core Corporation, Bank of America, and Esquire Bank. He is dually registered as an investment advisor representative with Navis Wealth Advisors and as a registered representative with Great Point Capital, LLC. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $540.7 million in discretionary assets and employs a fundamental-analysis, long-term investment approach with diversified portfolios that may include mutual funds, ETFs, equities, bonds, alternatives, and derivatives.

David Bruckman is a financial advisor at Navis Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Point Capital, M HOLDINGS SECURITIES, Apexium Financial, and Citrin Cooperman Wealth Management. In addition to his advisory role, he serves as counsel at BellaviaBlatt, PC, assisting clients with estate planning and drafting wills and trusts. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis, long-term investment approach and manages diversified portfolios through a team of five advisors.

David Price is a CFP® professional with 13 years of industry experience. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. His prior experience includes roles at Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, Merrill, and Clarfeld Financial Advisors. He also serves as a director for Navis Foundation, Inc., overseeing the foundation’s activities. Navis Wealth Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $540.7 million in discretionary assets and employs a fundamental-analysis, long-term investment approach with diversified portfolios that may include mutual funds, ETFs, equities, bonds, alternatives, and derivatives.