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Sarah Anne Sealey

Investment adviser representative at Navy Federal Investment Services, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

8 years in the industry.

  1. Navy Federal Investment Services, LLCMay 2018 to now
  2. Navy Federal Financial Group, LLCMay 2018 to now
  3. USAA Investment Management CompanyJan 2018 to Apr 2018
  4. USAA Financial Advisors IncApr 2010 to Apr 2018
  5. USAA Financial Planning ServicesApr 2010 to Apr 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (CA).

Navy Federal Investment Services, LLC

$2.1BAssets managed
7,424Clients
160Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2579373
Firm CRD
138459
Advisor's SEC record (opens in a new tab)
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