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Current Employers
Acorn Financial Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-18
MD RA APPROVED 2022-08-29
VA RA APPROVED 2021-03-26
  • FL RA
    APPROVED
    Since 2023-08-18
  • MD RA
    APPROVED
    Since 2022-08-29
  • VA RA
    APPROVED
    Since 2021-03-26

Branch Locations

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • 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
Ameriprise White Plains NY 05/2019 08/2019
Current Bank New York NY 06/2019 08/2019
Fhc Wealth Advisors Paramus NJ 02/2019 05/2019
Go Financial Group Rockville MD 03/2016 08/2017
Axa Advisors New York NY 04/2020 06/2020
New York University New York NY 08/2016 05/2020
Equitable Advisors, Llc New York NY 06/2020 12/2020
Integrity Consulting & Risk Management Tel Aviv 06/2018 08/2018
Acorn Financial Advisory Services, Inc. Reston VA 01/2021 Present
Great Point Capital, Llc Chicago IL 09/2022 Present
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
  • 05/2019 → 08/2019
    Ameriprise
    White Plains, NY
  • 06/2019 → 08/2019
    Current Bank
    New York, NY
  • 02/2019 → 05/2019
    Fhc Wealth Advisors
    Paramus, NJ
  • 03/2016 → 08/2017
    Go Financial Group
    Rockville, MD
  • 04/2020 → 06/2020
    Axa Advisors
    New York, NY
  • 08/2016 → 05/2020
    New York University
    New York, NY
  • 06/2020 → 12/2020
    Equitable Advisors, Llc
    New York, NY
  • 06/2018 → 08/2018
    Integrity Consulting & Risk Management
    Tel Aviv
  • 01/2021 → Present
    Reston, VA
  • 09/2022 → Present
    Great Point Capital, Llc
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital, Llc
    Chicago, IL
Other Businesses

I am an Investment Adviser Representative (IAR) at Acorn Financial Advisory Services, Inc. The address of Acorn Financial is 1875 Campus Commons Dr, Suite 100, Reston, VA 20191. The start date is Jan 4, 2021. I spend 120 hours per month during normal trading hours and 40 hours per month outside of normal trading hours. This is investment related. I am licensed as a Life and Health Insurance Agent in which I may receive commissions from the sale of insurance products. The address is 1875 Campus Commons Dr, Suite 100, Reston, VA, 20191. The start date and date of my licensing is April 28th, 2020. I spend 4 hours a month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
  • S66 Uniform Combined State Law Examination
    2020-07-28
Other Names
  • Nathan Henry Gertler
  • Nathan Gertler

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