Steven Lind has been an investment adviser representative at Navigate Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Steven Lind’s longest registration was 5 years at Clark Financial Advisors (2012–2018). Before joining Navigate Wealth Management in 2021, Steven Lind was registered through Stonebridge Advisors, LLC and Clark Financial Advisors.
- – present · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- Stonebridge Advisors, LLC– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 128217
- Clark Financial Advisors– · 5 yearsBirmingham, AL · Adviser representative · Firm CRD 110955
Investment adviser representative registrations
Steven Lind is registered as an investment adviser representative in Alabama, since December 2021.
- AlabamaSince 17 December 2021
Examinations
No examinations are on Steven Lind’s record.
- Full name
- Steven Hansen Lind
- CRD
- 6028410
- Firm
- Navigate Wealth Management · CRD 173770
- Office
- 1800 PROVIDENCE PARK, SUITE 250, Birmingham, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Lind work?
Steven Lind is an investment adviser representative registered through Navigate Wealth Management, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Steven Lind a financial advisor?
Yes. Steven Lind has a current investment-adviser registration in Alabama, through Navigate Wealth Management since December 2021.
How many years of experience does Steven Lind have?
Steven Lind has 14 years in the financial industry, since February 2012, across 3 adviser firms.
Where did Steven Lind work before Navigate Wealth Management?
Before Navigate Wealth Management, Steven Lind was registered through Clark Financial Advisors, February 2012 to January 2018.
Where is Steven Lind based?
Steven Lind’s registered office is in Birmingham, AL.
Is Steven Lind registered with FINRA?
No. Steven Lind has no current broker registration.
How can I verify Steven Lind’s record?
Search CRD 6028410 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Lind’s full registration record.
