Mark Ellis Crabtree
Investment adviser representative at Navy Federal Investment Services, LLC
15 yearsExperience
14 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
15 years in the industry.
- Navy Federal Financial Group, LLCJun 2017 to now
- Navy Federal Investment Services, LLCJun 2017 to now
- Navy Federal Brokerage Services, LLCMay 2016 to Apr 2017
- Navy Federal Financial Group, LLCMay 2016 to Apr 2017
- Navy Federal Credit UnionAug 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 14 states (CA, FL, ID, IL, IN, MD, MI, MN, MO, NC, OH, VA, WI, WV).
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
- 6649494
- Firm CRD
- 138459