Unclaimed Profile

Patricia Partridge Wood

NAVY FEDERAL BROKERAGE SERVICES, LLC·VIENNA, Virginia

SIE, Series 7, Series 7TO, Series 24, Series 53, Series 63, Series 66Clean record24 years registeredNAVY FEDERAL BROKERAGE SERVICES, LLC

820 FOLLIN LANE SE, VIENNA, VA 22180CRD# 1234214Firm CRD# 138459

Profile Verification

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

Identity

Patricia Partridge Wood · VIENNA, VA

Registration

CRD #1234214 · NAVY FEDERAL BROKERAGE SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NAVY FEDERAL BROKERAGE SERVICES, LLC

NAVY FEDERAL BROKERAGE SERVICES LLC

Jan 2017 – Aug 2020

WASHINGTON, DC

NAVY FEDERAL ASSET MANAGEMENT, LLC

Apr 2009 – Jan 2017

VIENNA, VA

H. BECK, INC.

May 2007 – Mar 2009

S. BURLINGTON, VT

COMMONWEALTH FINANCIAL NETWORK

Apr 2005 – Dec 2006

COLCHESTER, VT

CHITTENDEN SECURITES, INC.

Oct 2001 – Nov 2004

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · October 1, 2001

Years registered · 24

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 Patricia Partridge Wood offer?

Patricia Partridge Wood specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Patricia Partridge Wood's credentials?

Patricia Partridge Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Partridge Wood located?

Patricia Partridge Wood is based in VIENNA, Virginia, last registered with NAVY FEDERAL BROKERAGE SERVICES, LLC.

How does Patricia Partridge Wood charge for services?

Patricia Partridge Wood'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 BROKERAGE SERVICES, LLC?

NAVY FEDERAL BROKERAGE 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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