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Nathan Sonnenberg

FORTIGENT, LLC·ROCKVILLE, Maryland
Series 7Clean record26 years registeredFORTIGENT, LLC
2600 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 4586269Firm CRD# 138164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Sonnenberg · ROCKVILLE, MD
Registration
CRD #4586269 · FORTIGENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

PITCAIRN
Jan 2025 – present
GLASSMAN WEALTH SERVICES, LLC
Jan 2014 – Mar 2016
VIENNA, VA
FORTIGENT, LLC
Jun 2006 – Sep 2012
ROCKVILLE, MD
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
Jan 2000 – Jun 2006
ROCKVILLE, MD
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTIGENT, LLC
CRD 138164 · SEC 801-65931
AUM
$3.5B
Regulatory assets under management
Employees
10
922 client accounts
Services offered by FORTIGENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FORTIGENT, LLC →
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05

Frequently Asked Questions

What services does Nathan Sonnenberg offer?
Nathan Sonnenberg specializes in Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Nathan Sonnenberg's credentials?
Nathan Sonnenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Sonnenberg located?
Nathan Sonnenberg is based in ROCKVILLE, Maryland, working with FORTIGENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Nathan Sonnenberg charge for services?
Nathan Sonnenberg's firm is compensated through percentage of aum, subscription fees, other: fee based on the number of custodial accounts reconciled. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIGENT, LLC?
FORTIGENT, LLC has approximately 10 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Gary Bryan Carrai
FORT MILL, SC
CFA

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