Steven Joseph Giacobbe

Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 12/2025
  Accredited Wealth Management, Llc
  Louisville, KY
• 12/2025 → Present
  Mcf Advisors Llc
  Louisville, KY

Previous Registrations

• 2014-06-06 → 2025-12-26
  Accredited Wealth Management Llc
  Louisville, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Steven Joseph Glacobbe