Michael Partlow has been an investment adviser representative at Navalign since January 2026, and is not listed among the firm’s executive officers or direct owners. Michael Partlow holds a Degree in Economics from the University of California, San Diego.
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.
Michael Partlow is Wealth Advisor of Navalign. Over the past decade he has worked with small business owners, retirees and multigenerational families, coordinating with their accountants and attorneys. He has spent his entire professional career in wealth management.
Michael Partlow’s longest registration was 1 year at Monarch Wealth Strategies (2024–2025). Before joining Navalign in 2026, Michael Partlow was registered through Monarch Wealth Strategies.
- Monarch Wealth Strategies– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 136029
Investment adviser representative registrations
Michael Partlow is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 5 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2020 |
| Series 7TO | General Securities Representative Examination | 14 January 2020 |
| SIE | Securities Industry Essentials Examination | 16 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Michael A Partlow
- CRD
- 6850568
- Firm
- Navalign · CRD 119919
- Office
- 15910 VENTURA BLVD, SUITE 1605, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navalign.com
Where does Michael Partlow work?
Michael Partlow is an investment adviser representative registered through Navalign, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Partlow a financial advisor?
Yes. Michael Partlow has a current investment-adviser registration in California, through Navalign since January 2026.
How many years of experience does Michael Partlow have?
Michael Partlow has 5 years in the financial industry, since October 2021, across 2 adviser firms.
What exams has Michael Partlow passed?
Michael Partlow has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in December 2019.
Where did Michael Partlow work before Navalign?
Before Navalign, Michael Partlow was registered through Monarch Wealth Strategies, December 2024 to December 2025.
Where is Michael Partlow based?
Michael Partlow’s registered office is in Encino, CA.
Is Michael Partlow registered with FINRA?
No. Michael Partlow has no current broker registration.
How can I verify Michael Partlow’s record?
Search CRD 6850568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Partlow’s full registration record.
