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Carl Johan Grahs

NAVIGATE WEALTH MANAGEMENT, LLC·BIRMINGHAM, Alabama
Series 7, Series 63Clean record21 years registeredNAVIGATE WEALTH MANAGEMENT, LLC
ONE INDEPENDENCE PLAZA, BIRMINGHAM, AL 35209CRD# 4817261Firm CRD# 173770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Johan Grahs · BIRMINGHAM, AL
Registration
CRD #4817261 · NAVIGATE WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

NAVIGATE WEALTH MANAGEMENT, LLC
Feb 2015 – present
KINSIGHT, LLC
Feb 2011 – Dec 2014
BIRMINGHAM, AL
PW ADVISERS INC
Apr 2005 – Jan 2011
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 8, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NAVIGATE WEALTH MANAGEMENT, LLC
CRD 173770 · SEC 801-114048
AUM
$294M
Regulatory assets under management
Employees
8
679 client accounts
Services offered by NAVIGATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NAVIGATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Carl Johan Grahs offer?
Carl Johan Grahs specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Carl Johan Grahs's credentials?
Carl Johan Grahs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Johan Grahs located?
Carl Johan Grahs is based in BIRMINGHAM, Alabama, working with NAVIGATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Carl Johan Grahs charge for services?
Carl Johan Grahs's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subadviser fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATE WEALTH MANAGEMENT, LLC?
NAVIGATE WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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