Kevin Michael Reese
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.
Kevin Michael Reese is an investment adviser representative with NAVY Federal Investment Services, LLC in Rockville, MD, where they have been registered since 2006. They have worked in the securities industry since 1989 and have been registered with 4 firms, including NAVY Federal Asset Management, LLC and NAVY Federal Brokerage Services LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in 24 states.
Registrations & licenses
- Investment adviser:
- California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington
- Broker:
29 states and territories
Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin
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.
- NAVY Federal Financial GroupJan 2006 – Jul 2017Vienna, VA
- NAVY Federal Brokerage Services, LLCJul 2006 – Jul 2017Vienna, VA
- NAVY Federal Asset Management, LLCSep 2007 – Jan 2017Herndon, VA
- NAVY Federal Brokerage Services, LLCJan 2017 – Jul 2017Rockville, MD
- Navy Federal Brokerage Services, LLCJul 2017 – Aug 2019North Bethesda, MD
- Navy Federal Financial Group, LLCJul 2017 – Aug 2019North Bethesda, MD
- Navy Federal Investment Services, LLCAug 2019 – no end date reportedRockville, MD
- Navy Federal Financial Group, LLCAug 2019 – no end date reportedRockville, MD
Official records & sources
Data as of August 9, 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
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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. Kevin Michael Reese 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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