Christopher L. Albonetti

NAVY FEDERAL INVESTMENT SERVICES

Millington, TN 38053

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CRD#: 5925635

Professional summary

Christopher L Albonetti, who also goes by Chris Albonetti, Christopher Louis Albonetti, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Millington, Tennessee.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 13 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Albonetti | Christopher Louis Albonetti

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.

Board member; Board member- St. Benedict at Auburndale; Investment Related: No, Cordova TN 38016 USA; Description of the business: Private High School; Responsibilities Duties: Advise on general school operations management; Start date with business: 2023-02-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher L Albonetti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Christopher L Albonetti'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®

None

Experience

Current

October 24, 2025 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 5600 Navy Road, Millington, TN 38053

RIA

CRD#: 138459

Millington, TN

Current

October 24, 2025 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 5600 Navy Road, Millington, TN 38053

RIA

CRD#: 138459

Millington, TN

Past

February 7, 2023 - October 30, 2025

GUARANTY PRIVATE WEALTH

RIA

CRD#: 306385

Memphis, TN

Past

July 26, 2022 - January 25, 2023

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

MEMPHIS, TN

Past

December 20, 2021 - July 5, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GERMANTOWN, TN

Past

November 4, 2021 - July 5, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GERMANTOWN, TN

Past

June 3, 2021 - October 27, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

BRENTWOOD, TN

Past

June 1, 2021 - October 27, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

BRENTWOOD, TN

Past

April 17, 2019 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Memphis, TN

Past

April 17, 2019 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

Germantown, TN

Past

April 12, 2019 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

Germantown, TN

Past

June 27, 2016 - April 22, 2019

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Cordova, TN

Past

June 16, 2016 - April 22, 2019

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Cordova, TN

Past

October 7, 2015 - May 20, 2016

THE MUTUAL FUND STORE

RIA

CRD#: 141596

MEMPHIS, TN

Past

June 11, 2013 - September 15, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MEMPHIS, TN

Past

April 26, 2013 - September 15, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

MEMPHIS, TN

Past

April 8, 2013 - April 18, 2013

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

GERMANTOWN, TN

Past

August 5, 2011 - May 8, 2012

CARTY, HARDING & HEARN, INC.

CRD#: 7001

MEMPHIS, TN

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".

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)

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.

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

IAR

Arkansas
(10/24/2025)

Arkansas
(11/4/2025)

Mississippi
(10/24/2025)

IAR

Mississippi
(10/24/2025)

IAR

Tennessee
(10/24/2025)

Tennessee
(11/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/3/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/6/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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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)

FINRA licenses (53 States and Territories)

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

Name	Position	CRD#
NAVY FEDERAL FINANCIAL GROUP	OWNER
ROSSON, TIMOTHY DAVID	FINOP / PRINCIPAL FINANACIAL OFFICER	7152744
WEISBERG, STEVEN LESLIE	CHIEF COMPLIANCE OFFICER / VP COMPLIANCE, LEGAL & RISK & OPERATIONS	6268061
YOUNG, DIANE	CHIEF OPERATING OFFICER	3098010

Regulatory assets under management

Total Number of Accounts	7,472
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.

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Advisor Monitoring

Firm Stability Insights

Christopher L. Albonetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher L Albonetti's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Christopher L Albonetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVY FEDERAL INVESTMENT SERVICES, LLC

GUARANTY PRIVATE WEALTH

REDHAWK WEALTH ADVISORS, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

THE MUTUAL FUND STORE

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

CARTY, HARDING & HEARN, INC.

Primary Firm SEC Registration

NAVY FEDERAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/2025

Series 65

Date: 6/6/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2011

FINRA

Current Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

NAVY FEDERAL INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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