Shreeva Aylor
Shreeva Aylor is a registered investment advisor at Navy Federal Investment Services, LLC, based in Ashburn, VA, with 2 years of industry experience. Shreeva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
Ashburn, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shreeva operates under several DBAs related to LPL business and investment advisory services. Shreeva also dedicates full-time hours to Northwest Financial Group LLC as a referring broker-dealer and to Northwest Financial Advisors LLC as a registered investment advisor hybrid.
Employment History
Current Registrations
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Previous Registrations
Northwest Financial Advisors LLC
Northwest Financial Group LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.