Sandy Springs, GA 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 94 offices
Location
5898 Roswell Road
Sandy Springs GA 30328
Advisors at this office
2
Advisors at this office
Leviticus B
Series 66
Sandy Springs, GA
Navy Federal Investment Services, LLC
Leviticus Brown is a Series 66-licensed financial advisor with three years of industry experience, currently with Navy Federal Investment Services, LLC. He has held positions at Navy Federal Investment Services and Navy Federal Financial Group since 2024, and previously worked at Equitable Advisors, LLC, Wood Forest National Bank, Sherwin Williams, and Amazon. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers model-driven asset allocation, account monitoring, and a Private Wealth Consulting program for high-net-worth clients.
Jeffrey F
Series 66
Sandy Springs, GA
Navy Federal Investment Services, LLC
Jeffrey Fleuriot is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has four years of industry experience and has previously worked at firms including JPMorgan Chase, Merrill, Morgan Stanley, and Truist. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring and due diligence.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")