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Carl Johan Grahs

Navigate Wealth Management, LLC

Birmingham, AL

CRD 4817261

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Employer firm

Navigate Wealth Management, LLC CRD 173770

$430M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Navigate Wealth Management, Llc

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
AL RA APPROVED 2015-02-19
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AL RA
    APPROVED
    Since 2015-02-19

Branch Locations

2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigate Wealth Management, Llc Birmingham AL 11/2014 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-10-18
  • S63 Uniform Securities Agent State Law Examination
    2004-10-18
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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