Carlos Frederico Coutinho maia
Investment adviser representative at Navy Federal Investment Services, LLC
10 yearsExperience
7 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
10 years in the industry.
- Navy Federal Investment Services, LLCOct 2025 to now
- Navy Federal Financial Group, LLCOct 2025 to now
- Frank Suspenzi AgencyJul 2024 to Oct 2025
- Allstate Financial Advisors, LLCJun 2023 to Oct 2025
- Allstate Financial Services, LLCJun 2023 to Oct 2025
- Allstate Insurance CoJun 2023 to Oct 2025
- JP Morgan Chase Bank, N.A.Aug 2022 to May 2023
- JP Morgan Securities, LLCAug 2022 to May 2023
- Equitable Advisors, LLCSep 2021 to Aug 2022
- Prudential Insurance Company of AmericaDec 2020 to Sep 2021
- Pruco Securities, LLCNov 2020 to Sep 2021
- Edward JonesSep 2019 to Sep 2020
- Carambola Gelato and Coffee Shop LLCJan 2017 to Sep 2019
- New York Life Insurance CompanyFeb 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 7 states (FL, IL, OH, SC, TX, VA, WI).
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
- 7176961
- Firm CRD
- 138459