Matt Stadelman (CRD# 5642946) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 9 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navalign, LLC | Encino, CA | Dec 2018 - Current | 5 |
| Carter Jacobs, LLC | Sherman Oaks, CA | Jul 2018 - Dec 2018 | < 1 |
| 1080 Financial Group | Sherman Oaks, CA | Jul 2015 - Jun 2018 | 2 |
| Sagepoint Financial | Sherman Oaks, CA | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
-
Total Assets Under Management554MILLIONS
-
Total Number of Accounts1,685ACCOUNTS
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Average Account Value$328,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, IL, MA, MN, NC, NJ, NV, NY, OR, PA, TN, TX, UT, WA
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