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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gertler is a financial advisor at Acorn Financial Advisory Services, Inc. in Reston, Virginia. Nathan has been in the industry since September 22, 2020 and holds the Series 7, SIE, and Series 66 licenses. Nathan has been registered with FINRA since March 26, 2021. In addition to providing financial advice, Nathan is also licensed as a Life and Health Insurance Agent. Acorn Financial Advisory Services, Inc. is a registered investment advisor that provides financial planning, portfolio management, and other investment-related services to individuals, businesses, and retirement plans. The firm has approximately $1 billion - $10 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Subadvisory portfolio management services other registered investment advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets managed via a subadvisory arrangement
1
2
VA
03/26/2021 - Present
Acorn Financial Advisory Services, Inc. (RESTON VA)
NY
06/10/2020 - 12/10/2020
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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