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Christopher Matthew Carter

NAVALIGN, LLC·ENCINO, California
Clean recordNAVALIGN, LLC
15910 VENTURA BLVD, ENCINO, CA 91436CRD# 2634517Firm CRD# 119919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Matthew Carter · ENCINO, CA
Registration
CRD #2634517 · NAVALIGN, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at NAVALIGN, LLC

David William Jacobs
ENCINO, CA
Matthew J Stadelman
ENCINO, CA
Stephen Edward Rischall
ENCINO, CA

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Research
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