Sara Marie Goldman
Investment adviser representative at Navy Federal Investment Services, LLC
15 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
15 years in the industry.
- Navy Federal Investment Services, LLCJul 2026 to now
- Navy Federal Financial Group, LLCJul 2026 to now
- Bank of America, N.A.Feb 2026 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Feb 2026
- Bank of America, N.A.Jun 2011 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7946630
- Firm CRD
- 138459