Nathan Gertler is a registered investment advisor, based in Reston, VA, with 5 years of industry experience.
Location
1900 Campus Commons Drive, Suite 600, Reston, VA, 20191
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is licensed as a Life and Health Insurance Agent since 2020 and may receive commissions from selling insurance products. This activity requires minimal time.
Employment History
Current Registrations
Great Point Capital LLC
September 2022 - Present · 3 yrs 7 mos
Great Point Capital LLCBroker
September 2022 - Present · 3 yrs 7 mos
Acorn Financial Advisory Services, INC.
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
Equitable Advisors, LLCBroker
June 2020 - December 2020 · 6 mos
State Registrations16 states
CADCFLGAMDMONCNJOHPASCTXUTVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.