TrueAdvisor
TrueAdvisor
AS
AS

Andre Vincent Somerset

Navy Federal Investment Services, LLC
6 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial 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

Location

Baltimore, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Navy Federal Investment Services, LLC
January 2025 - Present · 1 yr 1 mo
Navy Federal Investment Services, LLC
January 2025 - Present · 1 yr 1 mo
Navy Federal Investment Services, LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - December 2024 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - December 2024 · 1 yr 9 mos
Citigroup Global Markets INC.
May 2021 - March 2023 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
February 2019 - March 2023 · 4 yrs 1 mo
State Registrations3 states
GAMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.