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MP

Matthew J. Phillips

NAVIGATE FINANCIAL
SALT LAKE CITY, UT 84117
Some features on this profile are disabled
CRD#: 8297149
MP
Matthew John PhillipsNAVIGATE FINANCIAL

Professional summary

Matthew John Phillips is a registered financial advisor currently at NAVIGATE FINANCIAL LLC located in Salt Lake City, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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 Matthew John Phillips'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

June 24, 2026 - Present

NAVIGATE FINANCIAL LLC

Office #1: 999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117
RIA
CRD#: 325945
SALT LAKE CITY, UT

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".
NF
NAVIGATE FINANCIAL LLC
NAVIGATE FINANCIAL LLC

CRD#: 325945 / SEC#: 801-128078

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)

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
Utah
(6/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2026
Securities Industry Essentials Examination

Current Firm

NF
NAVIGATE FINANCIAL LLC
NAVIGATE FINANCIAL LLC

CRD#: 325945 / SEC#: 801-128078

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
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Contact information

Main Address
999 E. Murray Holladay Rd Suite 202, Salt Lake City, UT 84117
Mailing Address
Phone number
(801) 905-1644
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts278
AUM (Assets Under Management)$ 337,932,563

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

NAVIGATE FINANCIAL LLC

CRD#: 325945Salt Lake City, UT 84117

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