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Steve Trinh

Navalign, LLC

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About Steve Trinh

Steve Trinh is a financial advisor at Navalign, LLC. Steve is a registered Investment Advisor Representative in California. Steve has over 12 years of experience in the financial services industry. Steve holds FINRA Series 7, 66, and SIE licenses. Steve specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Steve has a broad client base and manages over $550 Million in assets. Steve is also an investor in a restaurant and spends 40-60 hours per month on this business. Steve's current registration status is Active and Approved for Investment Advisor Representative in California.

Firm Information

Steve Trinh 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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Steve Trinh’s Registration & Firm History

CA

01/16/2018 - Present

Navalign, LLC (ENCINO CA)

CA

08/10/2012 - 01/27/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 08/31/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steve Trinh.
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