Andre Vincent Somerset
Investment Adviser Representative at NAVY Federal Investment Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andre Vincent Somerset Alexander is an investment adviser representative with NAVY Federal Investment Services, LLC in Vienna, VA, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Georgia, Maryland, Texas, and Virginia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Georgia, Maryland, Texas, Virginia
- Broker:
5 states and territories
California, Georgia, Maryland, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Money One Federal Credit UnionMay 2015 – May 2017Largo, MD
- CitibankJun 2017 – Mar 2023Washington DC, DC
- CitigroupJan 2019 – Mar 2023Rockville Pike, MD
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 – Dec 2024Alexandria, VA
- Bank of America, N.A.Mar 2023 – Dec 2024Alexandria, VA
- Navy Federal Financial Group, LLCJan 2025 – no end date reportedVienna, VA
- Navy Federal Investment Services, LLCJan 2025 – no end date reportedVienna, VA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About NAVY Federal Investment Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- First $250,0001.07%
- Next $250,0001.00%
- Next $500,0000.91%
- Next $1M0.82%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investments (including online portfolio management and investment tools and strategies), life insurance, and estate planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Vienna, VA
- SEC file number:
- 801-68067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at NAVY Federal Investment Services, LLC
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andre Vincent Somerset has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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