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Steven Joseph Giacobbe

ACCREDITED WEALTH MANAGEMENT LLC·LOUISVILLE, Kentucky
Series 65Clean record12 years registeredACCREDITED WEALTH MANAGEMENT LLC
4938 BROWNSBORO ROAD, LOUISVILLE, KY 40222CRD# 2761892Firm CRD# 170261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Joseph Giacobbe · LOUISVILLE, KY
Registration
CRD #2761892 · ACCREDITED WEALTH MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

MCF ADVISORS, LLC
Jan 2026 – present
ACCREDITED WEALTH MANAGEMENT LLC
Jun 2014 – Dec 2025
LOUISVILLE, KY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 6, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCREDITED WEALTH MANAGEMENT LLC
CRD 170261 · SEC 801-123410
AUM
$135M
Regulatory assets under management
Employees
5
519 client accounts
Services offered by ACCREDITED WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACCREDITED WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Steven Joseph Giacobbe offer?
Steven Joseph Giacobbe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Steven Joseph Giacobbe's credentials?
Steven Joseph Giacobbe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Joseph Giacobbe located?
Steven Joseph Giacobbe is based in LOUISVILLE, Kentucky, working with ACCREDITED WEALTH MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Steven Joseph Giacobbe charge for services?
Steven Joseph Giacobbe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCREDITED WEALTH MANAGEMENT LLC?
ACCREDITED WEALTH MANAGEMENT LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCREDITED WEALTH MANAGEMENT LLC

William Shawn Clark
LOUISVILLE, KY

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Nearby cities in Kentucky
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Research
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