Aaron M Donaldson
Investment adviser representative at Navy Federal Investment Services, LLC
13 yearsExperience
2 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
13 years in the industry.
- Navy Federal Financial Group, LLCSep 2022 to now
- Navy Federal Investment Services, LLCSep 2022 to now
- Navy Federal Brokerage Service, LLCOct 2014 to Apr 2017
- Navy Federal Financial Group, LLCOct 2014 to Apr 2017
- Navy Federal Credit UnionJun 2013 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6413973
- Firm CRD
- 138459