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Alexander Navin

Performance Trust Capital Partners, LLC

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About Alexander Navin

Alexander Navin is a financial professional with over 11 years of experience in the industry. He is currently registered with Performance Trust Capital Partners, LLC in New York. Alexander has a strong background in investment banking and securities trading. He is also a registered representative in both Illinois and New York. Prior to joining Performance Trust Capital Partners, LLC, Alexander was employed by CROSS POINT CAPITAL LLC and CITIGROUP GLOBAL MARKETS INC.

Firm Information

Alexander Navin is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alexander Navin’s Registration & Firm History

NY

05/10/2023 - Present

Performance Trust Capital Partners, LLC (New York NY)

NY

04/12/2021 - 06/08/2023

CROSS POINT CAPITAL LLC (New York NY)

NY

08/13/2010 - 07/29/2019

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 07/28/2022

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alexander Navin.
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