Advisor at Navy Federal Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Navy Federal Investment Services, LLC
Location
Middleburg, FL
Credentials
Series 63, Series 66
Industry experience
16 years
Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides additional services such as account monitoring, rebalancing, and tax and impact overlay options.
Based on Navy Federal Investment Services, LLC
Based on Navy Federal Investment Services, LLC
Digital Investor Automated Portfolios product: fixed fee $3.50 per month.
$0 - $250,000: Total fees range from approximately 0.75% to 1.35% depending on the third-party portfolio manager and program $250,000 - $500,000: Approximately 0.68% to 1.15% total fees depending on manager $500,000 - $1,000,000: Approximately 0.50% to 0.95% total fees depending on manager $1,000,000 - $2,000,000: Approximately 0.50% to 0.84% total fees depending on manager $2,000,000+: Approximately 0.50% to 0.90% total fees depending on manager
Clients may also engage IARs as registered representatives of the broker-dealer to purchase commission-based securities products separately from advisory services.
Account minimum: $50,000 to $1,000,000 depending on program and third-party portfolio manager (e.g., $50,000 for most programs, $150,000 for UMA, $1,000,000 for Private Wealth Consulting) Minimum fee: Minimum annual platform fees: $50 for SMA and UMA accounts, $25 for Fund Strategist Portfolios; initial account minimums typically $50,000 to $1,000,000
Middleburg, FL
Florida
Navy Federal Investment Services, LLC
2025 - Present (1 year)
Navy Federal Financial Group, LLC
2025 - Present (1 year)
Navy Federal Investment Services Llc
2017 - 2025 (8 years)
Navy Federal Financial Group, LLC
2009 - 2025 (16 years)
Navy Federal Brokerage Services Llc
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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