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JF

Justin Ferraccio

SEVENBRIDGE FINANCIAL GROUP
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 5572782
JF

Professional summary

Justin Ferraccio is a registered financial advisor currently at SEVENBRIDGE FINANCIAL GROUP, LLC located in Greenwood Village, Colorado.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Justin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Chop Stop; non-investment related; same address; quick-service salad franchise; CEO of Denver franchises; Starting from 07/2019; 8-16 hours per month; High level operations and financials.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Ferraccio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2021 - Present

SEVENBRIDGE FINANCIAL GROUP, LLC

Office #1: 5299 Dtc Blvd Suite 610, Greenwood Village, CO 80111
RIA
CRD#: 281037
Greenwood Village, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SEVENBRIDGE FINANCIAL GROUP, LLC
SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA
Registered Investment Advisory firm - (8/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(6/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2021
Uniform Investment Adviser Law Examination

Current Firm

SF
SEVENBRIDGE FINANCIAL GROUP, LLC
SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA
Registered Investment Advisory firm - (8/24/2015 Approved)
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Contact information

Main Address
3401 North Front Street Suite 301, Harrisburg, PA 17110
Mailing Address
Phone number
(717) 775-8661
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEVENBRIDGE FORM ADV2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (4/29/2025)

Regulatory assets under management

Total Number of Accounts1,166
AUM (Assets Under Management)$ 633,441,344

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037Greenwood Village, CO 80111

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