Mary Meadows Livingston
Investment adviser representative at Navigate Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$429.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Navigate Wealth Management, LLCSep 2022 to now
- Abeona Wealth, LLCOct 2020 to now
- Equita Financial Network, Inc.Oct 2020 to Aug 2022
- Porter White Investment Advisors, Inc.Jun 2011 to Oct 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AL).
Navigate Wealth Management, LLC
$429.6MAssets managed
274Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5704906
- Firm CRD
- 173770