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MP

Michael A. Partlow

NAVALIGN
Encino, CA 91436
Some features on this profile are disabled
CRD#: 6850568
MP

Professional summary

Michael A Partlow, who also goes by Michael Allen Partlow, Michael A Partlow, Michael Partlow, is a registered financial advisor currently at NAVALIGN, LLC located in Encino, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Allen Partlow | Michael A Partlow | Michael Partlow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Partlow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 5, 2026 - Present

NAVALIGN, LLC

Office #1: 15910 Ventura Blvd Suite 1605, Encino, CA 91436
RIA
CRD#: 119919
Encino, CA
Past

December 6, 2024 - December 23, 2025

MONARCH WEALTH STRATEGIES

RIA
CRD#: 136029
Los Angeles, CA
Past

July 21, 2022 - July 5, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN DIEGO, CA
Past

January 14, 2020 - April 7, 2022

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NL
NAVALIGN, LLC
1080 FINANCIAL GROUP | NAVALIGN, LLC | LAURUS INVESTMENT MANAGEMENT, LLC | CARTER JACOBS, LLC | CARTER JACOBS

CRD#: 119919 / SEC#: 801-66206

RIA
Registered Investment Advisory firm - (1/30/2006 Approved)
California
Registered Investment Advisory firm - (7/21/2012 Terminated)
Utah
Registered Investment Advisory firm - (1/31/2006 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/29/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/16/2019
Securities Industry Essentials Examination

Current Firm

NL
NAVALIGN, LLC
1080 FINANCIAL GROUP | NAVALIGN, LLC | LAURUS INVESTMENT MANAGEMENT, LLC | CARTER JACOBS, LLC | CARTER JACOBS

CRD#: 119919 / SEC#: 801-66206

RIA
Registered Investment Advisory firm - (1/30/2006 Approved)
California
Registered Investment Advisory firm - (7/21/2012 Terminated)
Utah
Registered Investment Advisory firm - (1/31/2006 Terminated)
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Contact information

Main Address
15910 Ventura Blvd Suite 1605, Encino, CA 91436
Mailing Address
Phone number
(818) 728-4500
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A: FIRM BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts1,845
AUM (Assets Under Management)$ 655,556,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NAVALIGN, LLC

CRD#: 119919Encino, CA 91436

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