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PB

Patrick B. Bryant

NAVY FEDERAL INVESTMENT SERVICES
Pensacola, FL 32526
Some features on this profile are disabled
CRD#: 5736558
PB

Professional summary

Patrick Boyd Bryant, CFP® is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Pensacola, Florida.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Patrick has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Boyd Bryant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Patrick Boyd Bryant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

January 4, 2017 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 5550 Heritage Oaks Drive, Pensacola, FL 32526
RIA
BD
CRD#: 138459
Pensacola, FL
Current

August 19, 2015 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 5550 Heritage Oaks Drive, Pensacola, FL 32526
RIA
BD
CRD#: 138459
Pensacola, FL
Past

September 3, 2015 - January 4, 2017

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA
CRD#: 144244
PENSACOLA, FL
Past

October 2, 2014 - May 18, 2015

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
PENSECOLA, FL
Past

October 1, 2014 - May 18, 2015

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
PENSECOLA, FL
Past

June 16, 2014 - October 2, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
PENSACOLA, FL
Past

June 9, 2014 - October 2, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
PENSACOLA, FL
Past

January 23, 2014 - June 24, 2014

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
PENSACOLA, FL
Past

January 7, 2014 - June 24, 2014

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
PENSACOLA, FL
Past

February 13, 2013 - December 12, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
PENSACOLA, FL
Past

February 13, 2013 - December 12, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
PENSACOLA, FL
Past

July 27, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
PENSACOLA, FL
Past

July 9, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
PENSACOLA, FL
Past

January 1, 2010 - June 24, 2010

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
PENSACOLA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA
Registered Investment Advisory firm - SEC (6/21/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/19/2015)
IAR
Florida
(1/4/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 8/25/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/19/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/4/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/27/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/1/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NAVY FEDERAL INVESTMENT SERVICES, LLC
NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA
Registered Investment Advisory firm - SEC (6/21/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1007 Electric Ave, Vienna, VA 22180
Mailing Address
1007 Electric Ave, Vienna, VA 22180
Phone number
(877) 221-8108
Established
Virginia since 09/06/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
176

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

NFIS 2A DISCLOSURE BROCHURE (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
NAVY FEDERAL FINANCIAL GROUPOWNER
ROSSON, TIMOTHY DAVIDFINOP / PRINCIPAL FINANACIAL OFFICER7152744
WEISBERG, STEVEN LESLIECHIEF COMPLIANCE OFFICER / VP COMPLIANCE, LEGAL & RISK & OPERATIONS6268061
YOUNG, DIANECHIEF OPERATING OFFICER3098010

Regulatory assets under management

Total Number of Accounts7,472
AUM (Assets Under Management)$ 1,713,608,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD#: 138459Pensacola, FL 32526

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