Matthew
Storey
Navy Federal Investment Services, LLC
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About this Advisor
Matthew Storey is a financial advisor working out of Vienna, Virginia with a total of 4 years of industry experience. Storey is currently employed by Navy Federal Investment Services, LLC. Their career trajectory has included roles at Edward Jones, Enterprise Holdings, Quality Logistics, University Of Mississippi, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Jeffrey Matthews Financial Group LLC, Navy Federal Financial Group, LLC, Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC. Storey has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama, Arkansas, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, Virginia and Wisconsin. Navy Federal Investment Services, LLC is a registered investment company that has its headquarters in Vienna, VA. The company has offices in 67 locations and a total of 136 people on staff. It oversees $852 million in assets across its 51,299 customer accounts, placing it among the bigger firms in the nation by assets under management. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fee types charged 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 Storey Work History
Matthew has been registered as a financial advisor for 4 years.*
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
Wells Fargo Clearing Services, LLC
Jeffrey Matthews Financial Group LLC
Navy Federal Financial Group,LLC
Navy Federal Investment Services, LLC
Wells Fargo Bank Na
Edward Jones
Enterprise Holdings
Enterprise Holdings
Quality Logistics
University Of Mississippi
*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 Storey 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
Vienna, VA
Pensacola, FL
Aurora, CO
Pensacola, FL
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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