Abigail Marie Mcdaris
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
1 stateRegistered 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 2026 to now
- Navy Federal Financial Group, LLCAug 2026 to now
- H.G. FentonJun 2024 to Jan 2025
- T3w Business SolutionsJun 2023 to Dec 2023
- First Command Advisory Services , IncJan 2023 to Jul 2026
- First Command Brokerage Services, IncJan 2023 to Jul 2026
- First Command Insurance Services , IncJan 2023 to Jul 2026
- LazyboyDec 2022 to Jan 2023
- First Command Brokerage Service IncJun 2022 to Jan 2023
- Valley View Casino and HotelJun 2022 to Jun 2022
- Seen A DriverFeb 2020 to Feb 2021
- Olive GardenAug 2018 to Mar 2019
- Red LobsterDec 2015 to Oct 2017
- United States NavyMay 2015 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7396380
- Firm CRD
- 138459