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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-15 |
| AK | RA | APPROVED | 2026-03-19 |
| CA | RA | APPROVED | 2026-03-19 |
| WA | RA | APPROVED | 2026-03-19 |
| HI | RA | APPROVED | 2025-11-12 |
Branch Locations
4256 Radford Dr, Honolulu, HI 96818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Grand Rapids | MI | 08/2013 | 06/2017 |
| Ameriprise Financial Services, Llc | Honolulu | HI | 06/2022 | 04/2024 |
| Eagle Strategies Llc | Honolulu | HI | 05/2024 | 10/2025 |
| Keene Financial Group, Llc | Honolulu | HI | 03/2025 | 10/2025 |
| Navy Federal Financial Group, Llc | Honolulu | HI | 10/2025 | Present |
| Navy Federal Investment Services, Llc | Honolulu | HI | 10/2025 | Present |
| New York Life Insurance Company | Honolulu | HI | 07/2017 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
| S66 | Uniform Combined State Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-05 |
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