Sourcing
Firms
People
Sources
STEPHEN MICHAEL SMITH
C
5
IAR CRD 6802883
·
Industry start 2025-10-28
Identity
Legal name
STEPHEN MICHAEL SMITH
brokercheck
CRD
6802883
NPN
—
Career
Previous employments
CHARLES SCHWAB & CO., INC.
2017-10-11
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2025-10-28
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Est. age
23
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Age confidence
—
Est. birth year
2003
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BC active
No
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IA active
Yes
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Disclosures
No
brokercheck
Private residence
No
Firm affiliations
1
NAVIGATE PRIVATE WEALTH, LLC
IAR
CRD 170774