Daniel
Pattee

Navy Federal Brokerage Services, LLC

CRD#3104234
Investment Advisor
in Carlsbad, CA
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About this Advisor

Daniel Pattee is an investment advisor in Carlsbad, California. Currently an advisor with Navy Federal Brokerage Services, LLC, Pattee has 12 years of work experience as a financial advisor. Pattee has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Pattee is able to operate in Arizona, Washington, California, Colorado, Florida, Hawaii, Illinois, Michigan, South Dakota, Missouri, Nevada, South Carolina and Texas. The advisor has gained experience at Navy Federal Financial Group, Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Navy Federal Brokerage Services, LLC is headquartered in Carlsbad, California, and has 79 other brick-and-mortar locations in the United States. As a registered investment advisory firm, Navy Federal Brokerage Services, LLC oversees $362 million in assets throughout 2,701 client accounts and retains more than 118 people. The level of assets currently under the firm's management places it among the larger firms in the country. Currently 11% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Navy Federal Brokerage Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1824 Marron Rd Ste 112
Carlsbad, CA 92008

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Navy Federal Brokerage Services, LLC Brokerage Details

Total Assets Under Management

$429,129,555

CA Average: $1,835,309,194
Total Number of Employees

128

CA Average: 32
Total Number of Accounts

3,456

CA Average: 1,458
Average Account Size

$124,169

CA Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Pattee Work History

Daniel has 12 years of experience.

2017 - Present (2 years)

Navy Federal Brokerage Services, LLC

2006 - Present (13 years)

Navy Federal Financial Group

2006 - Present (13 years)

Navy Federal Brokerage Services, LLC

2007 - 2017 (10 years)

Navy Federal Asset Management, LLC

Disclosures

Daniel Pattee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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