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James Michael Gambaccini

ACORN FINANCIAL ADVISORY SERVICES, INC.·RESTON, Virginia
SIE, Series 7, Series 7TO, Series 24, Series 66CFPClean record23 years registeredACORN FINANCIAL ADVISORY SERVICES, INC.
1875 CAMPUS COMMONS DRIVE, RESTON, VA 20191CRD# 4619759Firm CRD# 116763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Gambaccini · RESTON, VA
Registration
CRD #4619759 · ACORN FINANCIAL ADVISORY SERVICES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

REPUBLIC CAPITAL GROUP
May 2026 – present
ACORN FINANCIAL ADVISORY SERVICES, INC.
Sep 2003 – present
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
Apr 2003 – Jul 2003
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 66
Registration record
First registered · April 17, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD 116763 · SEC 801-66477
AUM
$1.1B
Regulatory assets under management
Employees
23
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. →
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05

Frequently Asked Questions

What services does James Michael Gambaccini offer?
James Michael Gambaccini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are James Michael Gambaccini's credentials?
James Michael Gambaccini holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Michael Gambaccini located?
James Michael Gambaccini 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 James Michael Gambaccini charge for services?
James Michael Gambaccini'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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Other Advisors at ACORN FINANCIAL ADVISORY SERVICES, INC.

Matthew Patrick Brennan
RESTON, VA
CFP

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