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Steven Leslie Weisberg

NAVY FEDERAL INVESTMENT SERVICES, LLC·VIENNA, Virginia
Unclaimed Profile
1007 ELECTRIC AVE, VIENNA, VA 22180CRD# 6268061Firm CRD# 138459
01

About

Steven Leslie Weisberg is a registered financial advisor based in VIENNA, Virginia, affiliated with NAVY FEDERAL INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
AUM
$1.5B
Regulatory assets under management
Employees
151
Total firm employees
View all advisors at NAVY FEDERAL INVESTMENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6268061
Firm CRD# 138459
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Leslie Weisberg offer?
Steven Leslie Weisberg specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.
What are Steven Leslie Weisberg's credentials?
Steven Leslie Weisberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Leslie Weisberg located?
Steven Leslie Weisberg is based in VIENNA, Virginia, working with NAVY FEDERAL INVESTMENT SERVICES, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Steven Leslie Weisberg charge for services?
Steven Leslie Weisberg'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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Other advisors in VIENNA
William Kirk Taylor — KIRK CAPITAL ADVISORS LLCLindsay Garland Shetterly — GLASSMAN WEALTH SERVICES, LLCCharles Richard Cooke — ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLCCharles Cullum — SSB WEALTH MANAGEMENT, INC.Jacques [nmn] Rebibo — ATEGRA CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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