Navy Federal Investment Services, LLC

Overview

Navy Federal Investment Services, LLC is a Broker Dealer and registered investment adviser based in Vienna, VA, registered since 2006. It reports $2.1B in assets under management across 8,783 accounts, with 206 employees. Its 181 registered representatives work across 70 branch offices in 17 states.

Reported AUM

$2.1B

Accounts

8,783

Average account

$239K

Employees

206

Registered reps

181

Branch offices

70

Registered since

2006

Jurisdictions

53

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Retirement/Pension Products
• 3 more

Executive officers 3 of 3

• Steven Leslie Weisberg Chief Compliance Officer, Vice Principal Compliance, Legal And Risk And Operations CRD 6268061
• Timothy David Rosson Financial and Operations Principal, Principal Financial Officer, Principal Finanacial Officer CRD 7152744
• Diane Young Chief Operating Officer CRD 3098010

Registered reps 3 of 181

• Kenley Lamarc Adkins Registered Rep CRD 4777960
• Spencer H Adkisson Registered Rep · Investment Adviser Rep CRD 7226002
• Matthew Bruce Aitchison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5969566

178 more registered reps, with emails, phones and branch locations

Location

Headquarters

1007 Electric Ave
Vienna, VA 22180

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Branch offices

70 in 17 states, including San Diego, CA, Jacksonville, NC and Jacksonville, FL

Registrations

• SEC registered, limited liability company formed in Virginia
• Registered in 53 jurisdictions
• Website: navyfederal.org/financial-group

Every state, with registration dates

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