Matthew
Sahagian

Navy Federal Investment Services, LLC

CRD#7712251
Investment Advisor
in North Richland Hills, TX

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About this Advisor

Matthew Sahagian is a financial advisor based in North Richland Hills, Texas, working with Navy Federal Investment Services, LLC. Matthew has previously held positions at First Command Brokerage Services, Inc, Navy Federal Credit Union, Allied Universal Security, United States Army, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Navy Federal Investment Services, LLC, and Navy Federal Financial Group, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of Navy Federal Investment Services, LLC, which operates out of North Richland Hills, Texas. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC includes asset-based fees.

Certifications and Registrations

Series 66

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

9001 W. Airport Freeway, Ste. 925
North Richland Hills, TX 76180

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,472,814,495

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

151

TX Average: 32
Total Number of Accounts

6,072

TX Average: 1,458
Average Account Size

$242,558

TX 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

Matthew Sahagian Work History

2024 - Present (0 year)

Navy Federal Investment Services, LLC

2024 - Present (0 year)

Navy Federal Financial Group, LLC

2023 - Present (1 year)

First Command Brokerage Services, Inc

2023 - Present (1 year)

First Command Advisory Services, Inc

2023 - Present (1 year)

First Command Insurance Services, Inc

2023 - 2023 (< 1 year)

First Command Brokerage Services, Inc

2021 - 2023 (2 years)

Navy Federal Credit Union

2019 - 2021 (2 years)

Allied Universal Security

2010 - 2019 (9 years)

United States Army

Disclosures

Please visit the SEC profile of Matthew Sahagian 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

Ryan Selmeci
Pensacola, FL
Tempeste Hernandez
Vienna, VA
Norine Correa
Palmdale, CA
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Milo Park
Aurora, CO
Alex Brumback
Milton, FL
Adam Cartwright
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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