Navy Federal Investment Services, LLC
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 138459
- Registered since
- June 21, 2007
- Website
- www.navyfederal.org
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.87%
- HNWI20.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Navy Federal Investment Services, LLC operates as an independent broker‑dealer and registered advisory/brokerage entity that serves individual and family clients. Organized as a limited liability company and registered with the SEC since 2007, the firm combines brokerage, registered‑rep distribution and insurance intermediation with fee‑based advisory services. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and larger business or institutional clients, plus selection of third‑party advisers and educational seminars. The firm is identified as a capital allocator and flags active ESG investing among its practices.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 20Warren Johnson
Agency Training InstructorCRD 6348068
Diane Young
Chief Operating OfficerCRD 3098010
Tami Wright
Financial Services CoordinatorCRD 2125385
Contacts
3 of 158
John Mcconnell
Financial Services AssociateCRD 5673530
Selena Edrosa
Financial AdvisorCRD 5713918
David Hammond
Financial AdvisorCRD 5719079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1007 Electric Ave
- Time zone
- ET (UTC-5)
- Office locations
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