Kadin
Malavey
Navigation Group LLC
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About this Advisor
Kadin Malavey is a financial advisor who works in Redwood City, California with a total of 1 year of industry experience. Malavey is an employee of Navigation Group LLC. The advisor has gained experience at Oneaz Credit Union, Prospettiva Financial, Castle Rock Wealth Management, Mckesson Corporation, University Of California, Berkeley, Safeway, Home Depot, The Princeton Review (Tpr), Wireless Capital Partners, It'Sugar, Lpl Financial LLC and Navigation Group, LLC. Malavey holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Navigation Group LLC is an advisory firm that has its headquarters in Redwood City, CA. It controls $587 million in total assets between its 705 accounts, placing it among the bigger firms in the nation by assets under management. Of its 705 accounts, 32% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Navigation Group LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigation Group LLC Brokerage Details
$586,814,060
6
705
$832,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kadin Malavey Work History
Kadin has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Navigation Group, LLC
Oneaz Credit Union
The Princeton Review (Tpr)
Prospettiva Financial
Castle Rock Wealth Management
Mckesson Corporation
Safeway
Home Depot
Wireless Capital Partners
It'Sugar
University Of California, Berkeley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kadin Malavey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigation Group LLC
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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