Matthew Tyler Storey
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
10 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
11 years in the industry.
- Navy Federal Investment Services, LLCAug 2019 to now
- Navy Federal Financial Group, LLCAug 2019 to now
- Jeffrey Matthews Financial Group LLCApr 2019 to Aug 2019
- Wells Fargo Clearing Services, LLC.Jan 2019 to Apr 2019
- Wells Fargo Bank NADec 2018 to Apr 2019
- UnemployedOct 2018 to Dec 2018
- Edward JonesDec 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 10 states (AL, DE, FL, MD, NJ, NY, PA, RI, TN, 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
- 6586506
- Firm CRD
- 138459