Girish Prakash Navare
Investment adviser representative at Kestra Private Wealth Services, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$13.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kestra Private Wealth Services, LLCOct 2021 to now
- Kestra Investment Services, LLCOct 2021 to now
- Bank of America, N.A.Jul 2019 to Oct 2021
- Morgan Stanley Private Bank, National AssociationAug 2015 to Jul 2019
- Morgan StanleyJul 2015 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5901641
- Firm CRD
- 155193