Matthew Patrick Brennan

Employer firm

Covenant Wealth Advisors CRD 155221

$910M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 12/2023
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 02/2014 → 12/2023
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 03/2014 → 12/2023
  Acorn Financial Services, Inc.
  Reston, VA
• 12/2023 → Present
  Covenant Wealth Advisors
  Richmond, VA

Previous Registrations

• 2014-03-05 → 2023-12-21
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 2008-09-25 → 2014-02-26
  Dominion Wealth Management, Inc.
  Reston, VA
• 2010-08-17 → 2010-09-22
  Independent Financial Group, Llc
  Hays, KS
  Reston, VA
• 2004-01-26 → 2005-09-12
  Spire Wealth Management, Llc
  Mclean, VA
• 2003-08-12 → 2003-12-09
  Ameriprise Financial Services, Llc
  Richmond, VA

Other Businesses

LANDLORD - NOT INVESTMENT RELATED - 2937 CHESHAM STREET, FAIRFAX, VA 22031, RENTAL PROPERTY, LANDLORD, 03/2017, 3 HOURS/MONTH - 0 DURING TRADING, LANDLORD - MAINTENANCE AND REPAIRS TO PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-24
• S66 Uniform Combined State Law Examination
  2003-08-11

Designations

• Certified Financial Planner

Other Names

• Matt Brennan