Matthew BrennanCRD Number: 4658620
Current Firm: Acorn Financial Advisory Services, Inc.
Matthew Brennan (CRD# 4658620) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 19 years of experience in the finance industry. Matthew Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Mar 2014 - Current||9|
|Acorn Financial Services, Inc.||Reston, VA||Mar 2014 - Current||9|
|Acorn Financial Advisory Services, Inc.||Reston, VA||Feb 2014 - Current||9|
|Independent Financial Group||San Diego, CA||Aug 2010 - Feb 2014||3|
|Dominion Wealth Management, Inc.||Reston, VA||Sep 2005 - Feb 2014||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management1,037MILLIONS
Total Number of Accounts4,249ACCOUNTS
Average Account Value$244,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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