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Christopher Matthew Carter

NAVALIGN, LLC·ENCINO, California
Unclaimed Profile
15910 VENTURA BLVD, ENCINO, CA 91436CRD# 2634517Firm CRD# 119919
01

About

Christopher Matthew Carter is a registered financial advisor based in ENCINO, California, affiliated with NAVALIGN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVALIGN, LLC
NAVALIGN, LLC
AUM
$554M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NAVALIGN, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2634517
Firm CRD# 119919
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Matthew Carter offer?
Christopher Matthew Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENCINO, California for a consultation.
What are Christopher Matthew Carter's credentials?
Christopher Matthew Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Matthew Carter located?
Christopher Matthew Carter is based in ENCINO, California, working with NAVALIGN, LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Christopher Matthew Carter charge for services?
Christopher Matthew Carter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVALIGN, LLC?
NAVALIGN, LLC has approximately 9 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ENCINO
Jason Terrance Thomas — PORTFOLIO DESIGN LABS, LLCMatthew Allan Burke — SB CAPITAL MANAGEMENT, INC.Sandy Marvin Singer — SB CAPITAL MANAGEMENT, INC.Aaron Wolf Zimmer — SB CAPITAL MANAGEMENT, INC.David William Jacobs — NAVALIGN, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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