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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
| HI | RA | APPROVED | 2024-11-04 |
| MN | RA | APPROVED | 2024-10-07 |
| VA | RA | APPROVED | 2024-08-02 |
| OR | RA | APPROVED | 2024-01-10 |
| NC | RA | APPROVED | 2023-09-11 |
| OH | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED_RES | 2023-09-08 |
| FL | RA | APPROVED | 2023-08-09 |
| AZ | RA | APPROVED | 2017-01-04 |
| CA | RA | APPROVED | 2017-01-04 |
| NV | RA | APPROVED | 2017-01-04 |
| WA | RA | APPROVED | 2017-01-04 |
Branch Locations
555 Saturn Blvd Ste C, San Diego, CA 92154 • United States
San Diego, CA • United States
9999 Willow Creek Road, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Financial Group | San Diego | CA | 01/2006 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 07/2006 | Present |
| Navy Federal Asset Management, Llc | San Diego | CA | 09/2007 | 01/2017 |
| Navy Federal Investment Services, Llc | San Diego | CA | 01/2017 | Present |
- Rental property in San Diego, CA- 5/15/2015, Investment related, Owner, Property is managed by a property company. Hours devoted: 0, Non During trading hours. - Estate Administrator for sister's estate - San Diego, CA - Administrator - Start: Oct.2025 - Duties: Settle sister's etate - 3 Hrs devoted during Non-trade hrs - 0 Hrs during trade hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-18 |
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