Matt Stadelman, financial advisor Sherman Oaks CA

Matt Stadelman

CRD Number: 5642946
Current Firm: Navalign, LLC
Compensation Model: Fee Only

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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Navalign Wealth Partners ENCINO, CA Jan 2019 - Current < 1
Navalign Wealth Partners ENCINO, CA Jan 2019 - Current < 1
1080 Financial Group Sherman Oaks, CA Jul 2015 - Dec 2018 3
Sagepoint Financial Sherman Oaks, CA Oct 2013 - Jul 2015 1
Various Insurance Carriers For W&r Insurance Agencies, Inc. Los Angeles, CA May 2009 - Aug 2013 4
Waddell & Reed, Inc. Sherman Oaks, CA Feb 2009 - Aug 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Matt J. Stadelman
Phone Number: 818-728-4500
Advisor Website: https://navailgn.com
Firm Website: http://navalign.com/
Registered State(s):
  • CA
  • MN
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $228,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MN, OR, TX, UT, WA

Firm Disclaimer:

Financial planning and investment management services offered through Navalign, LLC a Registered Investment Adviser. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

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Clean Record
This advisor has a clean track record with regulators.

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