Gil Patrick Matro

Financial advisor at Navy Federal Investment Services, LLC · San Diego, CA

Last updated 2026-10-10

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Gil Patrick Matro is a financial advisor at Navy Federal Investment Services, LLC in San Diego, CA, CRD 2657981. Licenses and exams on the registration: Series 63, Series 65. First registered 2001-04-11.

Registration

CRD number
2657981
Registration status
Active
First registered
2001-04-11
Years of experience
25
States registered
AZ, CA, FL, HI, MN, NC, NV, NY, OH, OR, TX, VA, WA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2006-01 to Present · Navy Federal Financial Group · San Diego, CA
  • 2006-07 to Present · Navy Federal Investment Services, LLC · San Diego, CA
  • 2017-01 to Present · Navy Federal Investment Services, LLC · San Diego, CA
  • 2007-09 to 2017-01 · Navy Federal Asset Management, LLC · San Diego, CA

Current employment

SEC IAPD record for Gil Patrick Matro

Navy Federal Investment Services, LLC

Regulatory AUM
$2,100,125,394
Registered advisors
160
Offices
196
Clients per advisor
46.4 (Low)
Average AUM per client
$282.9K (Low)
High-net-worth client ratio
4.5% (Low)

Navy Federal Investment Services, LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Navy Federal Investment Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Registered Representative of a Broker-Deale
  • Insurance Broker or Agent
  • Engaged in Other Business
  • Other Business Is Primary Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

555 Saturn Blvd, San Diego, CA 92154

1 advisor at this office.

Navy Federal Investment office in San Diego, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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