Steven James Vasquez
Investment adviser representative at Navy Federal Investment Services, LLC
24 yearsExperience
6 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
24 years in the industry.
- Navy Federal Financial Group, LLCSep 2024 to now
- Navy Federal Investment Services, LLCSep 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2024
- Wells Fargo Advisors LLCJan 2014 to Nov 2016
- Wells Fargo Bank LLCJul 2002 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, HI, NC, PA, WA).
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
- 6290234
- Firm CRD
- 138459