Sarah
Sealey

Navy Federal Brokerage Services, LLC

CRD#2579373
Investment Advisor
in San Diego, CA
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About this Advisor

Sarah Sealey is a certified financial planner in San Diego, California. Currently a registered financial advisor with Navy Federal Brokerage Services, LLC, Sealey has 15 years of professional experience in the financial advisory industry. Sealey maintains Series 63 and Series 66 licenses, designating them as a securities broker. Sealey is able to act as a financial advisor in California. During their career, the advisor has held roles at Uboc Investment Services, Inc, Usaa Financial Planning Services, Usaa Financial Advisors Inc, Usaa Investment Management Company, Navy Federal Financial Group, LLC and Navy Federal Brokerage Services, LLC. Navy Federal Brokerage Services, LLC is headquartered in San Diego, California, and has 79 offices in the nation. As a company, Navy Federal Brokerage Services, LLC manages $362 million in assets across 2,701 accounts and retains more than 118 people. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the country. Currently 11% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Navy Federal Brokerage Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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

9999 Willow Creek Road
San Diego, CA 92131

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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

Sarah Sealey Work History

Sarah has 15 years of experience.

2018 - 2018 (0 years)

Usaa Investment Management Company

2018 - Present (1 years)

Navy Federal Financial Group, LLC

2018 - Present (1 years)

Navy Federal Brokerage Services, LLC

2010 - 2018 (8 years)

Usaa Financial Planning Services

2010 - 2018 (8 years)

Usaa Financial Advisors Inc

2003 - 2010 (7 years)

Uboc Investment Services, Inc

Disclosures

Sarah Sealey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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