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Christopher Matthew Carter

Navalign, LLC

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About Christopher Matthew Carter

Christopher Matthew Carter is a financial advisor with Navalign, LLC. Christopher has been in the industry since 1996 and has worked for firms like Sanford C. Bernstein & Co., LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Carter Jacobs, LLC. Christopher holds a Series 7, Series 63, and Series 65 license, and is a Chartered Financial Analyst. Christopher specializes in providing financial planning and investment advice to individuals and businesses. He is based in Encino, CA.

Firm Information

Christopher Carter is currently registered with Navalign, LLC. Navalign, LLC is a Registered Investment Advisor headquartered in Encino, CA. The firm primarily provides financial planning, pension consulting, and portfolio management for individuals and businesses. As of their most recent filing, Navalign manages approximately $553,684,830 in assets for 1,685 clients. The firm's client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.
Navalign, LLC

15910 VENTURA BLVD

ENCINO, CA 91436

$553.68M

Assets Under Management

8

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Carter’s Registration & Firm History

CA

01/16/2018 - Present

Navalign, LLC (ENCINO CA)

NY

12/07/2000 - 01/30/2002

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

11/04/1997 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

NY

10/28/1996 - 09/08/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/18/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Matthew Carter.
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