Monaye C Nelson-morgan
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
5 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
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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
12 years in the industry.
- Navy Federal Investment Services, LLCJun 2025 to now
- Navy Federal Financial Group, LLCJun 2025 to now
- HomemakerMar 2025 to Jun 2025
- Cuso Financial Services, LPOct 2017 to Mar 2025
- Sorrento Pacific Financial, LLCOct 2017 to Mar 2025
- Edward JonesJul 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 5 states (CA, MD, NC, NV, VA).
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
- 6203341
- Firm CRD
- 138459