Nathan Gertler (CRD# 7240600) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | Sep 2022 - Current | 1 |
| Acorn Financial Advisory Services, Inc. | Reston, VA | Jan 2021 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Jun 2020 - Dec 2020 | < 1 |
| Axa Advisors | New York, NY | Apr 2020 - Jun 2020 | < 1 |
| New York University | New York, NY | Aug 2016 - May 2020 | 3 |
| Current Bank | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Ameriprise | White Plains, NY | May 2019 - Aug 2019 | < 1 |
| Fhc Wealth Advisors | Paramus, NJ | Feb 2019 - May 2019 | < 1 |
| Integrity Consulting & Risk Management | Tel Aviv, | Jun 2018 - Aug 2018 | < 1 |
| Go Financial Group | Rockville, MD | Mar 2016 - Aug 2017 | 1 |
| Winston Churchill High School | Potomac, MD | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- FL
- MD
- VA
-
Total Assets Under Management1,110MILLIONS
-
Total Number of Accounts4,268ACCOUNTS
-
Average Account Value$260,092
- 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, IN, LA, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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