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Robert C. Witherall

NAVY FEDERAL INVESTMENT SERVICES
Winchester, VA 22602
Some features on this profile are disabled
CRD#: 7354609
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Robert Coclough Witherall llNAVY FEDERAL INVESTMENT SERVICES

Professional summary

Robert Coclough Witherall ll, who also goes by Robert C Witherall, Robert Coclough Witherall, Robert Witherall, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Winchester, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Robert has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Robert C Witherall | Robert Coclough Witherall | Robert Witherall

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.
Outback Steakhouse as a Line Cook. start date: 7/2014, Duties are accurate cooking orders to desired temperatures while maintaining food safety rules, 52 Hrs during non-trade hours, 0 Hrs during trade hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Coclough Witherall ll's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Coclough Witherall ll'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

July 21, 2026 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 141 Security Drive, Winchester, VA 22602
RIA
BD
CRD#: 138459
Winchester, VA
Current

November 25, 2025 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 141 Security Drive, Winchester, VA 22602
RIA
BD
CRD#: 138459
Winchester, VA

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
Virginia
(7/21/2026)
IAR
Virginia
(7/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2024
Securities Industry Essentials 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)
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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

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#: 138459Winchester, VA 22602

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