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Gil Patrick Matro

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

SAN DIEGO, CACRD #2657981Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
15 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
ArizonaCaliforniaFloridaGeorgiaHawaiiLouisianaMinnesotaNevadaNew YorkNorth CarolinaOhioOregonTexasVirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/23/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 1/18/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/31/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/21/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.07%
Next $250,0001.00%
Next $500,0000.91%
Next $1M0.82%
Over $2M0.68%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

NAVY FEDERAL INVESTMENT Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
7/3/2006SAN DIEGO, CA
CUNA BROKERAGE SERVICES, INC.
7/24/20007/3/2006SAN DIEGO, CA
LEGACY FINANCIAL SERVICES, INC.
5/22/19983/5/1999PETALUMA, CA
WM FINANCIAL SERVICES, INC.
3/20/199910/19/1999IRVINE, CA
PRUCO SECURITIES CORPORATION
12/22/19955/20/1998NEWARK, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gil Patrick Matro 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.

Gil Patrick Matro - Financial Advisor in SAN DIEGO, CA | AdvisorFinder