Unclaimed Profile

Mathu Kimani Mathu

NAVY FEDERAL INVESTMENT SERVICES, LLC·VIENNA, Virginia

SIE, Series 7, Series 24, Series 27, Series 55, Series 63, Series 66, Series 99TOClean record8 years registeredNAVY FEDERAL INVESTMENT SERVICES, LLC

1007 ELECTRIC AVE, VIENNA, VA 22180CRD# 4391573Firm CRD# 138459

Profile Verification

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

Identity

Mathu Kimani Mathu · VIENNA, VA

Registration

CRD #4391573 · NAVY FEDERAL INVESTMENT SERVICES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

Dec 2017 – Feb 2026

Vienna, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 55

Series 63

Series 66

Series 99TO

Registration record

First registered · December 22, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD 138459 · SEC 801-68067

AUM

$1.5B

Regulatory assets under management

Employees

151

6,072 client accounts

Services offered by NAVY FEDERAL INVESTMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAVY FEDERAL INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Mathu Kimani Mathu offer?

Mathu Kimani Mathu specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Mathu Kimani Mathu's credentials?

Mathu Kimani Mathu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mathu Kimani Mathu located?

Mathu Kimani Mathu is based in VIENNA, Virginia, last registered with NAVY FEDERAL INVESTMENT SERVICES, LLC.

How does Mathu Kimani Mathu charge for services?

Mathu Kimani Mathu'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 INVESTMENT SERVICES, LLC?

NAVY FEDERAL INVESTMENT SERVICES, LLC has approximately 151 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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