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Carlos Frederico Coutinho Maia

Advisor at Navy Federal Investment Services, LLC — Schaumburg, IL

Updated today

Credentials

Series 66

Experience

6 years

Location

Schaumburg, IL 60173

Navy Federal Investment Services, LLC logo

Navy Federal Investment Services, LLC

Multi-team

Total advisors

162

Across 94 offices

Clients per advisor

46 Low

Avg AUM per client

$282,883 Very Low

HNW client ratio

4% Very Low

About

Carlos Coutinho Maia is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at firms such as JP Morgan Securities, Equitable Advisors, Prudential Insurance, Edward Jones, and Allstate Financial Services. Outside of financial services, he co-owned and operated Carambola Gelato and Coffee Shop LLC from 2017 to 2019. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses managed advisory programs featuring third-party portfolio managers and provides both advisory and commission-based channels through its dual role as a registered investment adviser and broker-dealer affiliated with a credit union.

Client services

Based on Navy Federal Investment Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Navy Federal Investment Services, LLC

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $250,000: Ranges approximately from 0.68% to 1.35% depending on Third-Party Portfolio Manager $250,001 - $500,000: Ranges approximately from 0.70% to 1.22% depending on Third-Party Portfolio Manager $500,001 - $1,000,000: Ranges approximately from 0.65% to 0.84% depending on Third-Party Portfolio Manager $1,000,001 - $2,000,000: Ranges approximately from 0.50% to 0.82% depending on Third-Party Portfolio Manager $2,000,001+: Ranges approximately from 0.50% to 0.90% depending on Third-Party Portfolio Manager

Commissions

NFIS is also a broker/dealer offering securities products for commissions; commissions vary by product and service.

Subscriptions

Digital Investor Automated Portfolios fixed fee of $3.50 per month.

Other

Account minimum: $50,000 Minimum fee: Minimum annual platform fee ranges: $25 (Fund Strategist Portfolios), $50 (Separately Managed Accounts, Unified Managed Accounts), $75 (Ladenburg Thalmann Asset Management minimum annual platform fee, American Funds, BlackRock, Capital Group minimum fee) Fee-only: Digital Investor Automated Portfolios fee of $3.50 per month (fixed fee). Also, optional Tax Overlay Services fees from 5 to 15 basis points depending on asset levels.

Location

See office

Schaumburg, IL

1408 N Meacham Road

Schaumburg IL 60173

Advisors at this office

1

Most active in

Florida · Illinois · Ohio · South Carolina · Texas · Virginia · Wisconsin

Work history

6 years of industry experience

Navy Federal Financial Group, LLC

2025 - Present • 1 year

Rockton, IL

Navy Federal Investment Services, LLC

2025 - Present • 1 year

Rockton, IL

Frank Suspenzi Agency

2024 - 2025 • 1 year

Chicago, IL

Allstate Financial Services, LLC

2023 - 2025 • 2 years

Lincoln, NE

Allstate Financial Advisors, LLC

2023 - 2025 • 2 years

Lincoln, NE

Allstate Insurance Co

2023 - 2025 • 2 years

Northbrook, IL

JP Morgan Securities, LLC

2022 - 2023 • 1 year

Loves Park, IL

JP Morgan Chase Bank, N.A.

2022 - 2023 • 1 year

Loves Park, IL

Equitable Advisors

2021 - 2022 • 1 year

Deerfield, IL

Equitable Advisors

2021 - 2022 • 1 year

Deerfield, IL

Prudential Insurance Company of America

2020 - 2021 • 1 year

Wauwatosa, WI

Pruco Securities, Llc

2020 - 2021 • 1 year

Wauwatosa, WI

Edward Jones

2019 - 2020 • 1 year

Rockford, IL

Edward Jones

2019 - 2020 • 1 year

Rockford, IL

Carambola Gelato and Coffee Shop LLC

2017 - 2019 • 2 years

Loves Park, IL

New York Life Insurance Company

2016 - 2017 • 1 year

Madison, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

John N

CFP®, CPWA®, CPA

Mount Prospect, IL

Alo Financial Planning

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Retirement income strategy Retirement withdrawal strategies Roth conversion strategy General tax planning Wealth management Retired Executive Sales Professional Financial Professional Technology Professional Approaching retirement Retired Established Professionals

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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