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Aaron Michael Meadow

Navy Federal Investment Services, LLC

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About Aaron Michael Meadow

Aaron Meadow is a financial advisor with Navy Federal Investment Services, LLC, and has 6 years of experience in the financial services industry. Aaron is registered with FINRA and the state of Georgia. Aaron has a Series 7 and Series 66 license, and has passed the SIE Exam. Aaron specializes in working with individuals, high-net-worth individuals, and businesses, and provides financial planning, portfolio management, and educational seminars.

Firm Information

Aaron Meadow is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Meadow’s Registration & Firm History

GA

09/06/2024 - Present

Navy Federal Investment Services, LLC (Alpharetta GA)

GA

04/15/2024 - 08/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

FL

05/03/2022 - 03/06/2024

CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)

FL

05/06/2019 - 04/11/2022

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

01/22/2018 - 04/09/2019

EDWARD JONES (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 02/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Michael Meadow.
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