Reston, VA Fountain Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,100,125,394
ClientsTotal clients
7,424
AdvisorsAdvisors at this office
2
Of 161 advisors across 93 offices
Location
1821 Fountain Dr
Reston VA 20190
Advisors at this office
2
Advisors at this office
Shreeva A
Series 63, Series 66
Reston, VA
Navy Federal Investment Services, LLC
Shreeva Aylor is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Navy Federal, Aylor worked at Northwest Federal Credit Union, LPL Financial, Fidelity Investments, and PNC Bank. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.
Kent J
Series 66
Reston, VA
Navy Federal Investment Services, LLC
Kent Johnson is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked within the Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform and providing specialized services for high-net-worth clients.
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