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Timothy David Rosson

NAVY FEDERAL INVESTMENT SERVICES, LLC·VIENNA, Virginia
SIE, Series 27, Series 99TOClean recordNAVY FEDERAL INVESTMENT SERVICES, LLC
1007 ELECTRIC AVE, VIENNA, VA 22180CRD# 7152744Firm CRD# 138459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy David Rosson · VIENNA, VA
Registration
CRD #7152744 · NAVY FEDERAL INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 →
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Frequently Asked Questions

What services does Timothy David Rosson offer?
Timothy David Rosson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.
What are Timothy David Rosson's credentials?
Timothy David Rosson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy David Rosson located?
Timothy David Rosson 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 Timothy David Rosson charge for services?
Timothy David Rosson'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 at NAVY FEDERAL INVESTMENT SERVICES, LLC

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VIENNA, VA
Steven Leslie Weisberg
VIENNA, VA
Diane Young
VIENNA, VA
Marissa Shawn Bacino
VIENNA, VA
Mathu Kimani Mathu
VIENNA, VA
Patricia Partridge Wood
VIENNA, VA

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