Steve Trinh has been an investment adviser representative at Navalign since January 2018, and is not listed among the firm’s executive officers or direct owners. Steve Trinh holds a Degree in Business Economics from the University of California, Riverside.
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.
Steve Trinh is Portfolio Manager of Navalign. He oversees the firm’s investment strategies, focusing on building long-term portfolios. He began his career in the traditional brokerage environment and joined Navalign to manage assets.
Steve Trinh’s longest registration is the current one, 8 years at Navalign since 2018. Before joining Navalign in 2018, Steve Trinh was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsBeverly Hills, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Navalign
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Steve Trinh is registered as an investment adviser representative in California, since January 2018.
- CaliforniaSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 August 2012 |
| Series 7 | General Securities Representative Examination | 9 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6089623
- Firm
- Navalign · CRD 119919
- Office
- 15910 VENTURA BLVD, SUITE 1605, Encino, CA 91436
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navalign.com
Where does Steve Trinh work?
Steve Trinh is an investment adviser representative registered through Navalign, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Steve Trinh a financial advisor?
Yes. Steve Trinh has a current investment-adviser registration in California, through Navalign since January 2018.
How many years of experience does Steve Trinh have?
Steve Trinh has 14 years in the financial industry, since September 2012, across 2 adviser firms.
What exams has Steve Trinh passed?
Steve Trinh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2012. FINRA credited Steve Trinh with the SIE, which began in October 2018.
Where did Steve Trinh work before Navalign?
Before Navalign, Steve Trinh was registered through Carter Jacobs, LLC, January 2015 to December 2017; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2012 to January 2015.
Where is Steve Trinh based?
Steve Trinh’s registered office is in Encino, CA.
Is Steve Trinh registered with FINRA?
No. Steve Trinh has no current broker registration.
Is Steve Trinh a CFA charterholder?
Navalign lists Steve Trinh with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Steve Trinh’s record?
Search CRD 6089623 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steve Trinh’s full registration record.
