Brian Acard has been an investment adviser representative at NWK Group since June 2014, and is not listed among the firm’s executive officers or direct owners. Brian Acard holds a Bachelor of Science in Business Administration from State University of New York.
NWK Group, Inc. is a San Francisco, CA firm with $485M under management, 213 clients and 4 advisers in one office, as of its March 2026 filing.
Brian Acard is Financial Advisor/Research Associate of NWK Group, Inc. He delivers NWK Group services to private wealth and institutional clients and conducts investment research and analysis. Before joining NWK Group, he spent 17 years with Charles Schwab & Co., most recently as Vice President, Financial Consultant in San Francisco.
Brian Acard’s longest registration was 16 years at Charles Schwab & Co., Inc. (1997–2014). Before joining NWK Group in 2014, Brian Acard was registered through Charles Schwab & Co., Inc.
- Charles Schwab & Co., Inc.– · 16 yearsSan Francisco, CA · Adviser representative · Firm CRD 5393
Professional designations
Listed by NWK Group
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Brian Acard is registered as an investment adviser representative in California, since June 2014.
- CaliforniaSince 17 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 July 2000 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 25 February 2000 |
| Series 7 | General Securities Representative Examination | 19 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 November 1989 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Drew Acard
- CRD
- 2006239
- Firm
- NWK Group · CRD 124186
- Office
- 50 CALIFORNIA STREET, SUITE 1500, San Francisco, CA 94111
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nwkgroup.com
Where does Brian Acard work?
Brian Acard is an investment adviser representative registered through NWK Group, Inc. since June 2014, and is not listed among the firm’s executive officers or direct owners.
Is Brian Acard a financial advisor?
Yes. Brian Acard has a current investment-adviser registration in California, through NWK Group since June 2014.
How many years of experience does Brian Acard have?
Brian Acard has 29 years in the financial industry, since August 1997, across 2 adviser firms.
What exams has Brian Acard passed?
Brian Acard has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 9 and Series 10. The earliest, the Series 6, was passed in November 1989.
Where did Brian Acard work before NWK Group?
Before NWK Group, Brian Acard was registered through Charles Schwab & Co., Inc., July 1997 to May 2014.
Where is Brian Acard based?
Brian Acard’s registered office is in San Francisco, CA.
Is Brian Acard registered with FINRA?
No. Brian Acard has no current broker registration.
How can I verify Brian Acard’s record?
Search CRD 2006239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Acard’s full registration record.
