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Member · Navigate Financial LLC

Tiffany Smith

CRD 7237701 · Named on Form ADV at one SEC-registered adviser

At a glance

Navigate Financial LLC, an SEC-registered asset manager based in Salt Lake City, UT with $338 million in regulatory assets, lists Tiffany Smith on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Tiffany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tiffany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.