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Matthew Bruce Aitchison

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

Portland, ORCRD #5969566Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
3 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaOregonWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/11/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 11/7/2011
Series 24
General Securities Principal Examination
Passed 4/10/2024
Series 99TO
Operations Professional Examination
Passed 10/11/2024
Series 7TO
General Securities Representative Examination
Passed 7/13/2023
SIE
Securities Industry Essentials Examination
Passed 5/5/2023

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
7/13/2023San Diego, CA

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. Matthew Bruce Aitchison 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.