Unclaimed Profile

Matthew Patrick Brennan

ACORN FINANCIAL ADVISORY SERVICES, INC.·RESTON, Virginia

SIE, Series 7, Series 7TO, Series 24, Series 52TO, Series 53, Series 65, Series 66CFPClean record23 years registeredACORN FINANCIAL ADVISORY SERVICES, INC.

1875 CAMPUS COMMONS DRIVE, RESTON, VA 20191CRD# 4658620Firm CRD# 116763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Patrick Brennan · RESTON, VA

Registration

CRD #4658620 · ACORN FINANCIAL ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

COVENANT WEALTH ADVISORS

Dec 2023 – present

ACORN FINANCIAL ADVISORY SERVICES, INC.

Mar 2014 – Dec 2023

RESTON, VA

INDEPENDENT FINANCIAL GROUP, LLC

Aug 2010 – Sep 2010

RESTON, VA

DOMINION WEALTH MANAGEMENT, INC.

Sep 2008 – Feb 2014

RESTON, VA

LEGACY ADVISORS, LLC

Jan 2004 – Sep 2005

MCLEAN, VA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Aug 2003 – Dec 2003

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 52TO

Series 53

Series 65

Series 66

Registration record

First registered · August 12, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACORN FINANCIAL ADVISORY SERVICES, INC.

CRD 116763 · SEC 801-66477

AUM

$1.1B

Regulatory assets under management

Employees

4,268 client accounts

Services offered by ACORN FINANCIAL ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ACORN FINANCIAL ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Patrick Brennan offer?

Matthew Patrick Brennan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Matthew Patrick Brennan's credentials?

Matthew Patrick Brennan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Patrick Brennan located?

Matthew Patrick Brennan is based in RESTON, Virginia, working with ACORN FINANCIAL ADVISORY SERVICES, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Matthew Patrick Brennan charge for services?

Matthew Patrick Brennan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets managed via a subadvisory arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACORN FINANCIAL ADVISORY SERVICES, INC.?

ACORN FINANCIAL ADVISORY SERVICES, INC. has approximately 23 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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