DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)12 years in industry

HENRY ANTHONY PORTILLO

Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC

PENSACOLA, FL | Fountain Valley, CA | Los Angeles, CA | Vienna, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d2a7535-ba5c-2b9f-8001-9e2910cd1dd2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 28, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NAVY FEDERAL INVESTMENT SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Jul 14, 2016
First registration: Aug 28, 2020
Dual registered: yes, broker-dealer
Other names: henry anthony portillo|HENRY A PORTILLO
IAPD individual key: 6648219

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAVY FEDERAL INVESTMENT SERVICES, LLC	Bd affiliated wealth	Aug 11, 2026	n/a	yes	Vienna, VA\|Los Angeles, CA\|Fountain Valley, CA\|PENSACOLA, FL	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Aug 1, 2025	no	LOS ANGELES, CA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 22, 2024	Mar 31, 2025	no	LOS ANGELES, CA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 28, 2020	Dec 18, 2023	no	Los Angeles, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	NAVY FEDERAL INVESTMENT SERVICES, LLC	Aug 1, 2025	Aug 11, 2026	375	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 18, 2023	May 22, 2024	156	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
Aug 11, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Aug 1, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 22, 2024 to Mar 31, 2025factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 28, 2020 to Dec 18, 2023factForm ADV

Dated events

Occurred
Aug 1, 2025
Advisor changed firm
Henry Anthony Portillo left Strategic Advisers Llc for Navy Federal Investment Services, Llc (registered 2026-08-11)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Advisor changed firm
Henry Anthony Portillo left Transamerica Financial Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2024-05-22)
Form ADVobserved 4 days ago