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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-26 |
| VA | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED_RES | 2025-07-23 |
| KS | RA | APPROVED | 2025-02-20 |
| MO | RA | APPROVED | 2024-12-18 |
| SC | RA | APPROVED | 2023-08-16 |
| MI | RA | APPROVED | 2023-08-15 |
| NH | RA | APPROVED | 2023-08-15 |
| VT | RA | APPROVED | 2023-07-12 |
| PA | RA | APPROVED | 2022-05-10 |
| MA | RA | APPROVED | 2022-04-25 |
| NJ | RA | APPROVED | 2022-04-21 |
| FL | RA | APPROVED | 2022-04-20 |
| MD | RA | APPROVED | 2022-04-19 |
| OH | RA | APPROVED | 2022-04-19 |
| CT | RA | APPROVED | 2017-01-04 |
| RI | RA | APPROVED | 2017-01-04 |
Branch Locations
24 Sailfish Dr, Groton, CT 06340 • United States
657 Peary St, Newport, RI 02840 • United States
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
Moodus, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Investment Services, Llc | Groton | CT | 08/2016 | Present |
| Navy Federal Financial Group, Llc | Groton | CT | 08/2016 | Present |
| Navy Federal Investment Services, Llc | Groton | CT | 01/2017 | Present |
Okemo Mountain Rental Management, Ludlow, VT, Inactive owner, Okemo resort, Rental unit, Start: 4/29/2025, 0 hrs devoted during trading hours and non-trade hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-20 |
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