Shreeva Aylor
Investment adviser representative at Navy Federal Investment Services, LLC
11 yearsExperience
3 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, LLCJun 2025 to now
- Navy Federal Finacial Group, LLCJun 2025 to now
- LPL Financial LLCAug 2023 to May 2025
- Northwest Federal Credit UnionAug 2023 to May 2025
- Fidelity InvestmentsFeb 2023 to Aug 2023
- PNC BankJan 2022 to Feb 2023
- Unemployed - CollegeDec 2021 to Jan 2022
- Essex BankJan 2021 to Dec 2021
- Unemployed - CollegeJul 2020 to Jan 2021
- Kohls Department StoresNov 2019 to Jul 2020
- George Mason UniversityAug 2019 to Feb 2023
- UnemployedMay 2019 to Aug 2019
- Firehouse SubsJul 2018 to Sep 2018
- High SchoolSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, 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
- 7703745
- Firm CRD
- 138459