Thomas Natale Cannistra

Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 05/2017
  Kelly Services
  North Charleston, SC
• 05/2022 → 03/2025
  Navy Federal Financial Group, Llc
  Jacksonville, FL
• 05/2022 → 03/2025
  Navy Federal Investment Services, Llc
  Jacksonville, FL
• 06/2014 → 05/2022
  Navy Federal Credit Union
  Atlantic Beach, FL
• 03/2025 → Present
  Navy Federal Investment Services, Llc
  Jacksonville, FL
• 03/2025 → Present
  Navy Federal Financial Group, Llc
  Jacksonville, FL

Other Businesses

- Co-Conservator of Helen H. Brown and her assets. - Jacksonville FL and the individual in question is in Thomson, GA and this is investment related. Purpose is to coserve my grandmother's assets and pay her bills. This was effective May 2022 and I work about 20 hours a month with this. - Fen's Creations Photography, LLC - Jacksonville, FL - Agent - Started: 2022 - Assist with monthly books/records - Less than 4 Hrs during non-trade hrs, 0 during trade hrs

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20