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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-10 |
Branch Locations
3445 Fall Hill Ave, Fredericksburg, VA 22401 • United States
Stafford, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 08/2024 | 02/2026 |
| Bank Of America, N.A. | Fredericksburg | VA | 02/2026 | 07/2026 |
| Navy Federal Financial Group, Llc | Fredericksburg | VA | 07/2026 | Present |
| Navy Federal Investment Services, Llc | Fredericksburg | VA | 07/2026 | Present |
| Bank Of America, N.A. | Vienna | VA | 06/2011 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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