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Michael Peter Wakeham

Acorn Financial Advisory Services, Inc.

Reston, VA

CRD 8194072

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Employer firm

Acorn Financial Advisory Services, Inc. CRD 116763

$1.40B regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Acorn Financial Advisory Services, Inc.

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-10
  • VA RA
    APPROVED
    Since 2025-12-10

Branch Locations

1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Caroline Banks & Associates Ltd. London 11/2015 04/2018
Bloomsbury Wealth London 04/2018 12/2022
Eight Four Two Ltd. London 03/2022 11/2022
Eight Four Two Ltd. London 01/2023 03/2024
Acorn Financial Services Reston VA 08/2024 Present
Acorn Financial Advisory Services, Inc. Reston VA 12/2025 Present
Unemployed Reston VA 03/2024 08/2024
  • 11/2015 → 04/2018
    Caroline Banks & Associates Ltd.
    London
  • 04/2018 → 12/2022
    Bloomsbury Wealth
    London
  • 03/2022 → 11/2022
    Eight Four Two Ltd.
    London
  • 01/2023 → 03/2024
    Eight Four Two Ltd.
    London
  • 08/2024 → Present
    Acorn Financial Services
    Reston, VA
  • 12/2025 → Present
    Acorn Financial Advisory Services, Inc.
    Reston, VA
  • 03/2024 → 08/2024
    Unemployed
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21

View on SEC IAPD

Nearby Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz

Nearby Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA

More in Reston, VA

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