linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matt Joseph Stadelman

Navalign, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matt? Claim Your Profile

About Matt Joseph Stadelman

Matt Stadelman is a financial advisor at Navalign, LLC located in Encino, California. Matt has been in the financial industry for over 10 years. Matt specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Matt holds the Series 7, Series 24, and Series 66 licenses and is registered with the state of California as an Investment Advisor Representative.

Firm Information

Matt Stadelman 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matt Stadelman’s Registration & Firm History

CA

07/16/2018 - Present

Navalign, LLC (ENCINO CA)

CA

10/14/2013 - 08/03/2015

SAGEPOINT FINANCIAL, INC. (SHERMAN OAKS CA)

CA

03/20/2009 - 09/16/2013

WADDELL & REED, INC. (SHERMAN OAKS CA)

Not sure if Matt Joseph Stadelman is right for you?

Licenses & Designations

BOTH

Issued 04/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2014

Series 24 - General Securities Principal Examination

BC

Issued 08/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Joseph Stadelman.
Not sure if Matt Joseph Stadelman is right for you?