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Steven Franklin Brandt

Acorn Financial Advisory Services, Inc.

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About Steven Franklin Brandt

Steven Brandt is an investment advisor representative with Acorn Financial Advisory Services, Inc. Steven has been in the financial industry for over 20 years. Steven is registered in Virginia and Texas and holds the Series 7, Series 63, and Series 65 licenses. Steven has experience working at several firms including LPL Financial, Cetera Advisors LLC, and The Strategic Financial Alliance, Inc. Steven provides financial planning and portfolio management for individuals and businesses. Steven also offers educational seminars and selection of other advisors.

Firm Information

Steven Brandt is currently registered with Acorn Financial Advisory Services, Inc.. Acorn Financial Advisory Services, Inc. is a registered investment advisor located in RESTON, VA, with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They also offer educational seminars and select other advisors for their clients.
Acorn Financial Advisory Services, Inc.

1875 CAMPUS COMMONS DRIVE

RESTON, VA 20191

$1.11B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management services other registered investment advisers

Subadvisory portfolio management services other registered investment advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets managed via a subadvisory arrangement

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Steven Brandt’s Registration & Firm History

VA

12/08/2017 - Present

Acorn Financial Advisory Services, Inc. (Alexandria VA)

VA

12/01/2017 - 01/15/2019

THE STRATEGIC FINANCIAL ALLIANCE, INC. (Alexandria VA)

VA

07/25/2016 - 12/05/2017

LPL FINANCIAL LLC (ALEXANDRIA VA)

VA

01/01/2004 - 07/26/2016

CETERA ADVISORS LLC (ALEXANDRIA VA)

GA

11/24/1993 - 01/01/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 11/04/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Steven Franklin Brandt. Review regulatory record here.
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