Matthew Storey (CRD# 6586506) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Columbia, TN | Jul 2022 - Current | 1 |
| Navy Federal Financial Group, LLC | Columbia, TN | Jul 2022 - Current | 1 |
| Navy Federal Financial Group,llc | Pensacola, FL | Aug 2019 - Jul 2022 | 2 |
| Navy Federal Investment Services, LLC | Pensacola, FL | Aug 2019 - Jul 2022 | 2 |
| Jeffrey Matthews Financial Group LLC | Florham Park, NJ | Apr 2019 - Aug 2019 | < 1 |
| Wells Fargo Clearing Services, LLC | Foley, AL | Jan 2019 - Apr 2019 | < 1 |
| Wells Fargo Bank Na | Foley, AL | Dec 2018 - Apr 2019 | < 1 |
| Unemployed | Foley, AL | Oct 2018 - Dec 2018 | < 1 |
| Edward Jones | Columbia, TN | Dec 2015 - Oct 2018 | 2 |
| Enterprise Holdings | Augusta, GA | Jun 2015 - Dec 2015 | < 1 |
| Enterprise Holdings | Lexington, KY | Sep 2014 - Jun 2015 | < 1 |
| Quality Logistics | Lexington, KY | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- AL
- DE
- FL
- MD
- NJ
- NY
- PA
- RI
- TN
- VA
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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