Unclaimed Profile

Mark S Estep

NAVY FEDERAL ASSET MANAGEMENT, LLC·VIENNA, Virginia

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record19 years registeredNAVY FEDERAL ASSET MANAGEMENT, LLC

1007 ELECTRIC AVENUE, VIENNA, VA 22180CRD# 5150398Firm CRD# 144244

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark S Estep · VIENNA, VA

Registration

CRD #5150398 · NAVY FEDERAL ASSET MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

NAVY FEDERAL INVESTMENT SERVICES, LLC

Jan 2017 – present

NAVY FEDERAL ASSET MANAGEMENT, LLC

Sep 2007 – Jan 2017

VIENNA, VA

NAVY FEDERAL BROKERAGE SERVICES LLC

Sep 2006 – Sep 2007

NORTH CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · September 15, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVY FEDERAL ASSET MANAGEMENT, LLC

CRD 144244 · SEC 801-68067

AUM

$159M

Regulatory assets under management

Employees

152

1,117 client accounts

Services offered by NAVY FEDERAL ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NAVY FEDERAL ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark S Estep offer?

Mark S Estep specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.

What are Mark S Estep's credentials?

Mark S Estep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark S Estep located?

Mark S Estep is based in VIENNA, Virginia, working with NAVY FEDERAL ASSET MANAGEMENT, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Mark S Estep charge for services?

Mark S Estep's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVY FEDERAL ASSET MANAGEMENT, LLC?

NAVY FEDERAL ASSET MANAGEMENT, LLC has approximately 152 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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