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Navy Federal Investment Services, LLC CRD 138459
$2.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-22 |
| NH | RA | APPROVED | 2023-04-26 |
| NV | RA | APPROVED | 2022-07-06 |
| CO | RA | APPROVED | 2022-06-23 |
| AL | RA | APPROVED | 2022-04-26 |
| GA | RA | APPROVED | 2022-04-20 |
| NC | RA | APPROVED | 2022-04-19 |
| IL | RA | APPROVED | 2019-09-03 |
| DC | RA | APPROVED | 2017-01-04 |
| MD | RA | APPROVED | 2017-01-04 |
| MI | RA | APPROVED | 2017-01-04 |
| VA | RA | APPROVED | 2017-01-04 |
Branch Locations
1821 Fountain Dr, Reston, VA 20190 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group | Springfield | VA | 07/2009 | 03/2017 |
| Navy Federal Brokerage Services, Llc | Springfield | VA | 01/2017 | 03/2017 |
| Navy Federal Investment Services Llc | Reston | VA | 03/2017 | Present |
| Navy Federal Financial Group, Llc | Reston | VA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-20 |
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