Donald
Andrus

Navy Federal Investment Services, LLC

CRD#4919980
Investment Advisor
in Germantown, MD

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About this Advisor

Donald Andrus is a financial advisor who works out of Germantown, Maryland with a total of 6 years of relevant experience. Andrus works at Navy Federal Investment Services, LLC. Andrus has gained experience at Navy Federal Investment Services, LLC, Navy Federal Financial Group, LLC and Navy Federal Brokerage Services, LLC. Andrus maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Maryland, Pennsylvania and West Virginia. Navy Federal Investment Services, LLC is a business based in Vienna, VA. The company has offices in 67 locations and a total of 136 financial advisors. It manages $852 million in total assets across its 51,299 accounts, making it one of the larger firms in the nation by assets under management. Navy Federal Investment Services, LLC provides a diverse array 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 typically vary depending on which services the firm provides the client. However, fees billed by Navy Federal Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

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

11534 Middlebrook Road
Germantown, MD 20874

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$852,387,830

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

136

MD Average: 32
Total Number of Accounts

51,299

MD Average: 1,458
Average Account Size

$16,616

MD 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

Donald Andrus Work History

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

2017 - Present (7 years)

Navy Federal Investment Services, LLC

2015 - Present (9 years)

Navy Federal Investment Services, LLC

2009 - Present (15 years)

Navy Federal Financial Group, LLC

2009 - 2015 (6 years)

Navy Federal Brokerage Services, 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 Donald Andrus 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

Ashley Clarke
Vienna, VA
William Copeland
Pensacola, FL
Bryan Etheridge
Pensacola, FL
Kathryn Hill
Vienna, VA
Thomas Leechin
Vienna, VA
James Barnes
Vienna, VA
Patrick Bryant
Pensacola, FL
Milo Park
Aurora, CO

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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