Navy Federal Asset Management, LLC

Navy Federal Asset Management, LLC (CRD# 144244) is a financial advisory firm headquartered in Vienna, VA. They manage $158,677,630 in 1,117 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $142,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Navy Federal Asset Management, LLC
Showing 1 - 10 of 66 top financial advisors.
1
Delia E. Arhiri
CRD#: 4730868
308 Worth Ave Ste 105, Garrisonville, VA 22463
96
Wealthminder
score

Delia Arhiri (CRD# 4730868) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Garrisonville, VA and has over 12 years of experience in the finance industry.

2
James B. Cartmill
CRD#: 2107882
820 Follin Lane, Vienna, VA 22180
96
Wealthminder
score

James Cartmill (CRD# 2107882) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 25 years of experience in the finance industry.

3
Kevin C. Driscoll
CRD#: 4139512
820 Follin Lane, Vienna, VA 22180
96
Wealthminder
score

Kevin Driscoll (CRD# 4139512) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 16 years of experience in the finance industry. Kevin Driscoll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Regina A. Mayhew
CRD#: 4938594
820 Follin Lane, Vienna, VA 22180
96
Wealthminder
score

Regina Mayhew (CRD# 4938594) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 11 years of experience in the finance industry.

5
Jeffrey R. Powell
CRD#: 4937764
820 Follin Lane, Vienna, VA 22180
96
Wealthminder
score

Jeffrey Powell (CRD# 4937764) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 11 years of experience in the finance industry. Jeffrey Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lysa J. Rothenberg
CRD#: 1828542
6225 Brandon Ave, Springfield, VA 22150
96
Wealthminder
score

Lysa Rothenberg (CRD# 1828542) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Springfield, VA and has over 27 years of experience in the finance industry. Lysa Rothenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Anthony R. Strachan
CRD#: 2684399
9070 W Hwy 98, Pensacola, FL 32506
96
Wealthminder
score

Anthony Strachan (CRD# 2684399) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Pensacola, FL and has over 20 years of experience in the finance industry. Anthony Strachan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William R. Bowman
CRD#: 4759243
5550 Heritage Oaks Drive, Pensacola, FL 32526
93
Wealthminder
score

William Bowman (CRD# 4759243) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Pensacola, FL and has over 12 years of experience in the finance industry.

9
Robert A. Brown
CRD#: 4939464
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Robert Brown (CRD# 4939464) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 11 years of experience in the finance industry.

10
Patrick B. Bryant
CRD#: 5736558
5550 Heritage Oaks Drive, Pensacola, FL 32526
93
Wealthminder
score

Patrick Bryant (CRD# 5736558) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Pensacola, FL and has over 6 years of experience in the finance industry.

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