Stephen Petrie (CRD# 2702541) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 28 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Lexington Park, MD | Jan 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | Vienna, VA | Jul 2006 - Current | 17 |
| Navy Federal Financial Group | Vienna, VA | Jan 2006 - Current | 18 |
| Navy Federal Asset Management, LLC | Vienna, VA | Sep 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- DC
- FL
- MD
- MI
- NC
- SC
- VA
- WA
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
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Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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