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Christian Brando Prioretti

Advisor at Navy Federal Investment Services, LLC — Warrenton, VA

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Warrenton, VA

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

Christian Prioretti is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked with Navy Federal Credit Union and Monarch Financial Solutions LLC. Prior to his current role, Prioretti also held positions at Lord Fairfax Community College and Wegmans. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

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

Warrenton, VA

Warrenton VA

Advisors at this office

1

Most active in

Virginia

Work history

2 years of industry experience

Navy Federal Investment Services, LLC

2024 - Present • 2 years

Vienna, VA

Navy Federal Financial Group, LLC

2024 - Present • 2 years

Vienna, VA

Navy Federal Credit Union

2023 - 2024 • 1 year

Winchester, VA

Unemployed

2022 - 2023 • 1 year

Warrenton, VA

Monarch Financial Solutions LLC

2021 - 2022 • 1 year

New York, NY

Navy Federal Credit Union

2017 - 2021 • 4 years

Gainesville, VA

Lord Fairfax Community College

2017 - 2020 • 3 years

Warrenton, VA

Wegmans

2016 - 2017 • 1 year

Gainesville, VA

Kettle Run High School

2014 - 2016 • 2 years

Nokesville, VA

Disclosures

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

Business activities & affiliations

user avatar

David M

Series 65

Nokesville, VA

Splizer Invest

David Martin is a financial advisor at Splizer Invest with one year of industry experience. He holds a Series 65 designation and previously worked for the U.S. Department of State for ten years. Outside of his advisory role, he serves as a financial consultant at Federal Solutions Support, LLC. Splizer Invest is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals, as well as retirement-plan sponsors and participants. The firm offers portfolio management, comprehensive financial planning, and pension consulting, employing a primarily passive investment approach supplemented by technical, quantitative, and fundamental analysis.

Active portfolio management Options & derivatives strategies Retirement income strategy
user avatar

Tihomir Y

Series 65

Marshall, VA

Tobi, Inc.

Tihomir Yankov is a financial advisor at Tobi, Inc. with one year of industry experience. He holds a Series 65 designation and has a legal background, having worked at Buckley LLP and Orrick Herrington & Sutcliffe prior to joining Tobi. Yankov is also a licensed attorney, though he does not offer legal services to his clients. Tobi, Inc. provides an algorithmic subscription platform featuring animated educational videos and account-aggregation dashboards designed to improve investment literacy and assist with retirement, custodial accounts, and debt management. The firm combines model allocations based on modern portfolio theory with discretionary portfolio management and a wrap fee program, serving individual users without account minimums.

Debt management Cash flow / budgeting
user avatar

Jonathan M

Series 65

Gainesville, VA

Castle Hill Capital

Jonathan Maula is a financial advisor at Castle Hill Capital with 11 years of industry experience. He holds a Series 65 designation and has worked at Castle Hill Capital since 2016, following a year at Smay Investments Ltd. Castle Hill Capital LLC is an independent, state-registered investment adviser providing discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm also works with employer plan sponsors on participant-directed retirement plan design, monitoring, and education, using a combination of fundamental and technical analysis along with active and passive investment strategies.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
user avatar

Micah C

CFP®, CFA®, Series 65

Marshall, VA

Sound Investment Management Inc

Micah Child is a CFP®, CFA®, and Series 65 credentialed advisor with 19 years of industry experience. He has worked at Sound Investment Management Inc. since 2014 and previously spent nine years at Grange Capital, LLC. Sound Investment Management provides investment advisory and financial planning services to individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations. The firm manages approximately $243 million across about 131 client relationships, emphasizing a non-discretionary, team-based approach that combines institutional trading capabilities with personalized client involvement.

Business succession planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark C

Series 66

Marshall, VA

Sound Investment Management Inc

Mark Child is a financial advisor at Sound Investment Management Inc with 27 years of industry experience. He holds a Series 66 designation and has been with Sound Investment Management since 1998. The firm serves individual investors, high-net-worth individuals, family trusts, estates, and not-for-profit organizations, managing approximately $243 million across about 131 client relationships. Sound Investment Management emphasizes non-discretionary portfolio management with a multi-advisor team, combining institutional trading and compliance experience with professional credentials in investment analysis and financial planning.

Business succession planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric T

Series 65

Gainesville, VA

Heritage Financial LLC

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Charitable giving & philanthropy Wealth management ESG / Sustainable investing Real estate investing Executive Founder/Business Owner Attorney Educators, Teachers, and Academics Mid-Career Professionals Values-based investing
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