Profil
Mr. Adam E.
Brunin is a President at Navigation Wealth Management, Inc. He is the founder and owner of Navigation Wealth Management.
He is currently the asset manager of NWM’s portfolios.
He entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community.
He entered the independent advisory business in 2005.
He currently holds the Accredited Investment Fiduciary and National Social Security Advisor designations.
Postes actifs de Adam Edward Brunin
| Sociétés | Poste | Début |
|---|---|---|
Navigation Wealth Management, Inc.
 Navigation Wealth Management, Inc. Investment ManagersFinance Navigation Wealth Management, Inc. (Navigation) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fort Collins, Colorado. The firm was founded by Adam Brunin in 2005. Navigation provides investment advice primarily to individuals and high net-worth individuals. | Directeur Général | 01/01/2016 |
Anciens postes connus de Adam Edward Brunin
| Sociétés | Poste | Fin |
|---|---|---|
Sigma Financial Corp.
 Sigma Financial Corp. Investment Banks/BrokersFinance Founded in 1983, Sigma Financial Corp. is a registered broker-dealer located in Ann Arbor, Michigan. | Corporate Officer/Principal | 01/02/2016 |
NYLIFE Securities, Inc.
 NYLIFE Securities, Inc. Investment Banks/BrokersFinance NYLIFE Securities, Inc. provided brokerage services. The firm helped its clients in selecting, investing, and trading in mutual funds, stocks, brokerage CDs, government securities, municipal bonds, corporate bonds, unit investment trusts, and mortgage-backed securities. The company was headquartered in New York, NY. | Corporate Officer/Principal | 01/11/2005 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Navigation Wealth Management, Inc.
Navigation Wealth Management, Inc. Investment ManagersFinance Navigation Wealth Management, Inc. (Navigation) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fort Collins, Colorado. The firm was founded by Adam Brunin in 2005. Navigation provides investment advice primarily to individuals and high net-worth individuals. | Finance |
Sigma Financial Corp.
Sigma Financial Corp. Investment Banks/BrokersFinance Founded in 1983, Sigma Financial Corp. is a registered broker-dealer located in Ann Arbor, Michigan. | Finance |
NYLIFE Securities, Inc.
NYLIFE Securities, Inc. Investment Banks/BrokersFinance NYLIFE Securities, Inc. provided brokerage services. The firm helped its clients in selecting, investing, and trading in mutual funds, stocks, brokerage CDs, government securities, municipal bonds, corporate bonds, unit investment trusts, and mortgage-backed securities. The company was headquartered in New York, NY. | Finance |
