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AS
AS
Amy Renee Scott
Navy Federal Investment Services, LLC
4 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Navy Federal Investment Services, LLC
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:
$50K
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Location
1007 Electric Ave, Vienna, VA, 22180
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
November 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Navy Federal Investment Services, LLC
February 2023 - Present · 3 yrs
Navy Federal Investment Services, LLC
Broker
February 2023 - Present · 3 yrs
Navy Federal Investment Services, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Navy Federal Investment Services, LLC
December 2020 - July 2022 · 1 yr 7 mos
Navy Federal Investment Services, LLC
Broker
August 2020 - July 2022 · 1 yr 11 mos
State Registrations
1 state
VA
Advisor
Broker
Both
Exams
No exam information available for this advisor.