Nathan Henry Gertler
Investment adviser representative at Acorn Financial Advisory Services, Inc.
10 yearsExperience
3 statesRegistered in
$1.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Great Point Capital, LLCSep 2022 to now
- Acorn Financial Advisory Services, Inc.Jan 2021 to now
- Equitable Advisors, LLCJun 2020 to Dec 2020
- AXA AdvisorsApr 2020 to Jun 2020
- Current BankJun 2019 to Aug 2019
- AmeripriseMay 2019 to Aug 2019
- Fhc Wealth AdvisorsFeb 2019 to May 2019
- Integrity Consulting & Risk ManagementJun 2018 to Aug 2018
- New York UniversityAug 2016 to May 2020
- Go Financial GroupMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, VA).
Acorn Financial Advisory Services, Inc.
$1.4BAssets managed
2,619Clients
18Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7240600
- Firm CRD
- 116763