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NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
VIENNA, Virginia
·
7 registered advisors
·
CRD# 138459
SEC# 801-68067
70
703-206-1517
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
151
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NAVY FEDERAL INVESTMENT SERVICES, LLC
7 registered advisors
Diane Young
VIENNA, Virginia
CRD# 3098010
Marissa Shawn Bacino
VIENNA, Virginia
CRD# 6761615
Mathu Kimani Mathu
VIENNA, Virginia
CRD# 4391573
Patricia Partridge Wood
VIENNA, Virginia
CRD# 1234214
Steven Leslie Weisberg
VIENNA, Virginia
CRD# 6268061
Timothy David Rosson
VIENNA, Virginia
CRD# 7152744
Xiaoning Han Gunn
VIENNA, Virginia
CRD# 6636981
05
Office Locations
VIENNA, Virginia
7 advisors
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Data sourced from SEC Form ADV filings. NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD# 138459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.