Steven Brandt (CRD# 2323730) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorn Financial Advisory Services, Inc. | Alexandria, VA | Dec 2017 - Current | 5 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Nov 2017 - Current | 5 |
| Lpl Financial, LLC | Fort Mill, SC | Jul 2016 - Dec 2017 | 1 |
| Cetera Advisors LLC | Denver, CO | Jul 2004 - Jul 2016 | 12 |
| Brandt & Associates Financial Services | Alexandria, VA | Mar 2000 - Jul 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management1,037MILLIONS
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Total Number of Accounts4,249ACCOUNTS
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Average Account Value$244,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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