Matt Stadelman has been an investment adviser representative at Navalign since July 2018, and is not listed among the firm’s executive officers or direct owners.
Navalign, LLC is an Encino, CA firm with $732M under management, 716 clients and 8 advisers in one office, as of its April 2026 filing.
Matt Stadelman is Partner of Navalign. He spent two decades running a remodeling company specializing in complex renovation projects, and in 2007 moved into financial services after selling his interest to his partners. In addition to working with clients, he serves as the firm’s Chief Compliance Officer.
Matt Stadelman’s longest registration is the current one, 8 years at Navalign since 2018. Before joining Navalign in 2018, Matt Stadelman was registered through 1080 Financial Group and Sagepoint Financial, Inc.
- 1080 Financial Group– · 3 yearsEncino, CA · Adviser representative · Firm CRD 226710
- Sagepoint Financial, Inc.– · 1 yearSherman Oaks, CA · Adviser representative · Firm CRD 133763
- Waddell & Reed– · 4 yearsSherman Oaks, CA · Adviser representative · Firm CRD 866
Professional designations
Listed by Navalign
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Planning Counselor® (CRPC®)
Investment adviser representative registrations
Matt Stadelman is registered as an investment adviser representative in California, since July 2018.
- CaliforniaSince 16 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 18 April 2009 |
| Series 7 | General Securities Representative Examination | 19 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matt Joseph Stadelman
- CRD
- 5642946
- Firm
- Navalign · CRD 119919
- Office
- 15910 VENTURA BLVD, SUITE 1605, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navalign.com
Where does Matt Stadelman work?
Matt Stadelman is an investment adviser representative registered through Navalign, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Matt Stadelman a financial advisor?
Yes. Matt Stadelman has a current investment-adviser registration in California, through Navalign since July 2018.
How many years of experience does Matt Stadelman have?
Matt Stadelman has 17 years in the financial industry, since May 2009, across 4 adviser firms.
What exams has Matt Stadelman passed?
Matt Stadelman has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2009. FINRA credited Matt Stadelman with the SIE, which began in October 2018.
Where did Matt Stadelman work before Navalign?
Before Navalign, Matt Stadelman was registered through Sagepoint Financial, Inc., October 2013 to August 2015; Waddell & Reed, April 2009 to September 2013.
Where is Matt Stadelman based?
Matt Stadelman’s registered office is in Encino, CA.
Is Matt Stadelman registered with FINRA?
No. Matt Stadelman has no current broker registration.
How can I verify Matt Stadelman’s record?
Search CRD 5642946 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matt Stadelman’s full registration record.
