NG
Nathan H. Gertler
ACORN FINANCIAL ADVISORY SERVICES
RESTON, VA 20191
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CRD#: 7240600
NG
Professional summary
Nathan Henry Gertler, who also goes by Nathan Gertler, is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Reston, Virginia and GREAT POINT CAPITAL LLC located in Reston, Virginia.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Nathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Gertler
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.
I am an Investment Adviser Representative (IAR) at Acorn Financial Advisory Services, Inc. The address of Acorn Financial is 1875 Campus Commons Dr, Suite 100, Reston, VA 20191. The start date is Jan 4, 2021. I spend 120 hours per month during normal trading hours and 40 hours per month outside of normal trading hours. This is investment related. I am licensed as a Life and Health Insurance Agent in which I may receive commissions from the sale of insurance products. The address is 1875 Campus Commons Dr, Suite 100, Reston, VA, 20191. The start date and date of my licensing is April 28th, 2020. I spend 4 hours a month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Henry Gertler'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
March 26, 2021 - Present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Office #1: 1900 Campus Commons Drive Suite 600, Reston, VA 20191RIA
CRD#: 116763
RESTON, VA
Current
September 27, 2022 - Present
GREAT POINT CAPITAL LLC
Office #1: 1900 Campus Commons Drive Suite 600, Reston, VA 20191BD
CRD#: 114203
Reston, VA
Past
June 10, 2020 - December 10, 2020
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/4/2024)
RR
District of Columbia(1/4/2024)
RR
Florida(7/6/2023)
IAR
Florida(8/18/2023)
RR
Georgia(7/6/2023)
IAR
Maryland(8/29/2022)
RR
Maryland(9/27/2022)
RR
Missouri(11/19/2024)
RR
New Jersey(1/3/2025)
RR
North Carolina(7/6/2023)
RR
Ohio(7/6/2023)
RR
Pennsylvania(7/6/2023)
RR
South Carolina(7/6/2023)
RR
Texas(1/4/2024)
RR
Utah(9/2/2025)
IAR
Virginia(3/26/2021)
RR
Virginia(9/27/2022)
RR
Washington(7/6/2023)
RR
West Virginia(7/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
