SS
Stephen Smith
from Navigate Private Wealth, LLC
Stephen Smith is a financial advisor based in Utah, Draper,
with 12 years of experience. Stephen currently works for
Navigate Private Wealth, LLC.
Stephen maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Smith works at Navigate Private Wealth, LLC
Navigate Private Wealth, LLC is a financial advisory firm based in Draper, Utah. It currently has approximately $395,210,033 of assets under management and employs about 13 people. Navigate Private Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
12012 South 700 East, Suite 100, Draper, Utah, 84020
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