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Matthew Bruce Aitchison

Navy Federal Investment Services, LLC

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About Matthew Bruce Aitchison

Matthew Aitchison is a financial advisor who has been in the industry since May 17, 2012. Matthew is registered with Navy Federal Investment Services, LLC. The advisor has an active registration in California for both broker-dealer and investment advisor. Matthew Aitchison has a Series 63, 65 and 7TO license as well as a Series 24. Matthew specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Matthew also specializes in selection of other advisors.

Firm Information

Matthew Aitchison 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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Matthew Aitchison’s Registration & Firm History

CA

08/21/2023 - Present

Navy Federal Investment Services, LLC (San Diego CA)

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Licenses & Designations

BC

Issued 08/11/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2024

Series 24 - General Securities Principal Examination

BC

Issued 07/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Bruce Aitchison.
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