Matthew
Waste
Navy Federal Investment Services, LLC
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About this Advisor
Matthew Waste is a financial advisor operating out of Tampa, Florida. Waste is on the advisory team at Navy Federal Investment Services, LLC. Over the course of their career, Waste has held roles at Wings Financial Cu, Quality Moving And Storage, Cuna Brokerage Services, Inc, City Of Golden Valley, Minnesota Weight Control, South Central College, Lpl Financial LLC, Navy Federal Financial Group, LLC and Navy Federal Investment Services, LLC. Waste holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Navy Federal Investment Services, LLC is an advisory business based out of Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 employees. It manages $852 million in assets under management across its 51,299 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Navy Federal Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$852,387,830
136
51,299
$16,616
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
Matthew Waste Work History
Matthew has been registered as a financial advisor for 0 years.*
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Lpl Financial LLC
Cuna Brokerage Services, Inc
Wings Financial Cu
City Of Golden Valley
Quality Moving And Storage
Minnesota Weight Control
South Central College
Quality Moving And Storage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Waste to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navy Federal Investment Services, LLC
Vienna, VA
Vienna, VA
Vienna, VA
Pensacola, FL
Pensacola, FL
Pensacola, FL
Aurora, CO
Vienna, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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