Mark
Sottile

Navy Federal Investment Services, LLC

CRD#863839
Investment Advisor
in Alpharetta, GA

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About this Advisor

Mark Sottile is a financial advisor based in Alpharetta, Georgia who has 6 years of industry experience. Sottile is an advisor for Navy Federal Investment Services, LLC. Throughout their career, Sottile has worked at Navy Federal Investment Services, LLC, Navy Federal Asset Management, LLC and Navy Federal Financial Group, LLC. Sottile has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Arkansas, Florida, Georgia, Massachusetts, Mississippi, North Carolina, South Carolina, Texas and Virginia. Navy Federal Investment Services, LLC is an advisory firm that has its headquarters in Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 people on staff. It administers $852 million in assets across its 51,299 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Navy Federal Investment Services, LLC has a broad 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. A financial advisor's fee schedules largely are based on the type of services provided. However, fee types charged by Navy Federal Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

5140 Windward Parkway
Alpharetta, GA 30004

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$852,387,830

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

136

GA Average: 32
Total Number of Accounts

51,299

GA Average: 1,458
Average Account Size

$16,616

GA Average: $1,258,785

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

Mark Sottile Work History

Mark has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Navy Federal Investment Services, LLC

2012 - Present (12 years)

Navy Federal Investment Services, LLC

2012 - Present (12 years)

Navy Federal Financial Group, LLC

2012 - 2017 (5 years)

Navy Federal Asset Management, LLC

*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 Mark Sottile 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

Bryan Etheridge
Pensacola, FL
Kathryn Hill
Vienna, VA
Amy Scott
Vienna, VA
Patrick Bryant
Pensacola, FL
Milo Park
Aurora, CO
Ashley Clarke
Vienna, VA
Kevin Driscoll
Pensacola, FL
James Barnes
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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