Shreeva Aylor
Financial advisor at Navy Federal Investment Services, LLC · Reston, VA
Last updated 2026-10-10
Claim your profileShreeva Aylor is a financial advisor at Navy Federal Investment Services, LLC in Reston, VA, CRD 7703745. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-10-23.
Registration
- CRD number
- 7703745
- Registration status
- Active
- IAPD registration
- 2023-10-23
- Industry Experience
- 2 years
- Work Experience
- 11 years
- States registered
- MD, TX, VA
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-09 to 2019-05 · High School · Herndon, VA
- 2018-07 to 2018-09 · Firehouse Subs · Herndon, VA
- 2019-08 to 2023-02 · George Mason University · Fairfax, VA
- 2019-11 to 2020-07 · Kohls Department Stores · Herndon, VA
- 2020-07 to 2021-01 · Unemployed - College · Fairfax, VA
- 2021-01 to 2021-12 · Essex Bank · Rockville, MD
- 2021-12 to 2022-01 · Unemployed - College · Fairfax, VA
- 2022-01 to 2023-02 · PNC Bank · Gaithersburg, MD
- 2023-02 to 2023-08 · Fidelity Investments · Bethesda, MD
- 2023-08 to 2025-05 · Northwest Federal Credit Union · Herndon, VA
- 2023-08 to 2025-05 · Lpl Financial LLC · Herndon, VA
- 2019-05 to 2019-08 · Unemployed · Herndon, VA
- 2025-06 to Present · Navy Federal Finacial Group, LLC · Reston, VA
- 2025-06 to Present · Navy Federal Investment Services, LLC · Reston, VA
Current employment
- Navy Federal Investment Services, LLC · Vienna, VA
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
About
Shreeva Aylor is a financial advisor at Navy Federal Investment Services, LLC in Reston, VA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history. Reported roles include Navy Federal Finacial Group, LLC, Northwest Federal Credit Union, Lpl Financial LLC, Fidelity Investments, among others.
Navy Federal Investment Services, LLC's firm-level Form ADV reports 160 advisors across 196 offices; approximately 46.4 clients per advisor, average assets per client of $282,883, and regulatory AUM of $2.1B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
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
1821 Fountain Dr, Reston, VA 20190
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 703-206-1517
- Website: navyfederal.org/investment-services
Official record
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