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Employer firm

Acorn Financial Advisory Services, Inc. CRD 116763

$1.40B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Acorn Financial Advisory Services, Inc.

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-09-27
VA RA APPROVED 2017-03-22
  • TX RA
    APPROVED
    Since 2017-09-27
  • VA RA
    APPROVED
    Since 2017-03-22

Branch Locations

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

9300 West Courthouse Road Suite 303, Manassas, VA 20110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Washington Financial Services Group, Inc Aldie VA 05/2003 12/2016
Voya Financial Advisors Manassas VA 01/2004 03/2017
Acorn Financial Advisory Services, Inc. Manassas VA 03/2017 Present
The Strategic Financial Alliance, Inc. Atlanta GA 03/2017 Present
Great Point Capital, Llc Chicago IL 01/2022 Present
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
  • 05/2003 → 12/2016
    The Washington Financial Services Group, Inc
    Aldie, VA
  • 01/2004 → 03/2017
    Voya Financial Advisors
    Manassas, VA
  • 03/2017 → Present
    Manassas, VA
  • 03/2017 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 01/2022 → Present
    Great Point Capital, Llc
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital, Llc
    Chicago, IL
Previous Registrations
Other Businesses

1)ACORN FINANCIAL - INDEPENDENT INSURANCE AGENT;NOT INVESTMENT RELATED;9300 W COURTHOUSE RD #303,MANASSAS, VA 20110;FIXED INSURANCE;INDEPENDENT INSURANCE AGENT;03/22/2017;5/5;SALE OF FIXED INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-08
S63 Uniform Securities Agent State Law Examination 2002-12-06
  • S65 Uniform Investment Adviser Law Examination
    2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    2002-12-06
Designations
  • Certified Financial Planner
Other Names
  • J Ryan Forbrich
  • Ryan Forbrich

View on SEC IAPD

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