Navis Wealth Advisors LLC

Nicholas Scenna is a financial advisor with Navis Wealth Advisors LLC, holding a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley and the New York Power Authority. Scenna is also registered with Great Point Capital, where he acts as a registered representative alongside his advisory role. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental, long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, alternatives, and options.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Demetrios Limperopoulos is a Series 66 licensed advisor at Navis Wealth Advisors LLC with one year of industry experience. His prior roles include positions at Quincy Wells Capital, Morgan Stanley Smith Barney, Wells Fargo, and Mass Mutual. Outside of advisory work, he owns Chronos Holdings, LLC and engages in licensed python hunting through a separate business activity. Navis Wealth Advisors is an SEC-registered firm providing wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental analysis-based investment approach focused on long-term strategies using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, with additional support from unaffiliated independent managers and affiliated tax and insurance entities.

Letizia Carlisto is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently a Wealth Advisor Associate at Navis Wealth Advisors LLC, where she has worked since 2021, assisting senior advisors. Her prior experience includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. Before entering financial services, she worked at Porta Napoli Restaurant for one year. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a long-term investment approach utilizing diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, alongside due diligence of unaffiliated independent managers.

Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC in Jupiter, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Bank of America and Deutsche Bank Securities Inc. He is dually registered as an investment advisor representative with Navis Wealth Advisors and as a registered representative with Great Point Capital, allocating most of his time to Navis. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental analysis-based investment approach that includes diversified mutual funds, ETFs, individual equities, bonds, alternative investments, and options.

David Bruckman is a financial advisor with Navis Wealth Advisors LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has previously worked at firms including Quincy Wells Capital, 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, where he focuses on estate planning and drafting wills and trusts. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term strategies through diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, while also offering access to independent managers and affiliated tax and insurance services.

David Price is a CFP® professional with 13 years of industry experience. He is a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked since 2020. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Sanctuary Securities Inc., Bank of America, Merrill, Great Point Capital, and Quincy Wells Capital. Price also serves as a director for Navis Foundation, Inc., overseeing the foundation's activities. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, financial planning, and retirement advisory services with a focus on fundamental analysis and long-term strategies using diversified investments, including mutual funds, ETFs, equities, bonds, alternatives, and options.