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Ronald G. Whitley
ACORN FINANCIAL ADVISORY SERVICES
Alexandria, VA 22314
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CRD#: 2627696
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Professional summary
Ronald Gordon Whitley, who also goes by Ron Whitley, Ronald Gordon Whitley Jr, is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Alexandria, Virginia.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ronald has worked at 2 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Whitley | Ronald Gordon Whitley Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ronald Gordon Whitley Jr. is an Independent Software Consultant. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Acorn Financial Advisory Services, Inc. always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any representative of Acorn Financial Advisory Services, Inc. in such individual's outside capacities. PARTNER; PATH TO AUM LLC; INVESTMENT RELATED: YES; 1521 KING STREET ALEXANDRIA VA 22314 USA; PERSONAL CLOSED INVESTMENT PARTNERSHIP AMONG 3 LICENSED REPRESENTATIVES WITH NO OTHER PARTIES ALLOWED TO PARTICIPATE; INVESTMENT MEMBER - MAINTAIN ALIGNMENT WITH INVESTED INVESTMENT STRATEGIES; START DATE: 2022-05-19; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0.5; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRIANING HOURS: 0; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Gordon Whitley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 30, 2017 - Present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Office #1: 1521 King Street, Alexandria, VA 22314RIA
CRD#: 116763
Alexandria, VA
Past
June 21, 1995 - December 31, 1995
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/11/2019)
IAR
Virginia(11/30/2017)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AF
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
CRD#: 116763 / SEC#: 801-66477
RIA
Registered Investment Advisory firm - (5/1/2006 Approved)District of Columbia
Registered Investment Advisory firm - (7/20/2006 Terminated)Maryland
Registered Investment Advisory firm - (8/10/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/2/2006 Terminated)Virginia
Registered Investment Advisory firm - (7/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 Campus Commons Drive Suite 600, Reston, VA 20191
Mailing Address
Phone number
(703) 293-3100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,179 |
| AUM (Assets Under Management) | $ 1,234,541,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 01/10/2025 | ||
| 12/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
