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Christopher John Picciurro

CABIN ADVISORS
Franklin, TN
·CRD# 4721435·22 years experience

Professional Summary

Christopher John Picciurro, who also goes by Christopher Picciurro, is a registered financial advisor currently at CABIN ADVISORS, LLC located in Franklin, Tennessee and CABIN SECURITIES, INC. located in Franklin, Tennessee. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Christopher has worked at 8 firms and has passed the Series 66, Series 63, Series 62, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Picciurro

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

CABIN ADVISORS, LLC·CRD# 312547
RIA
Franklin, TN
August 18, 2023 - Present
CABIN SECURITIES, INC.·CRD# 137608
BD
1025 Westhaven Blvd Ste 220, Franklin, TN 37064
April 21, 2023 - Present
CENTER STREET ADVISORS, INC.·CRD# 169329
RIA
Franklin, TN
July 15, 2020 - March 29, 2023
CENTER STREET SECURITIES, INC.·CRD# 26898
BD
Franklin, TN
July 15, 2020 - March 29, 2023
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Sterling Heights, MI
January 16, 2018 - July 20, 2020
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Sterling Heights, MI
January 16, 2018 - July 20, 2020
SII INVESTMENTS, INC.·CRD# 2225
RIA
Sterling Heights, MI
February 10, 2016 - November 10, 2017
SII INVESTMENTS, INC.·CRD# 2225
BD
Sterling Heights, MI
February 8, 2016 - November 10, 2017
OSAIC SERVICES, INC.·CRD# 133763
RIA
Sterling Heights, MI
September 22, 2011 - September 16, 2015
OSAIC SERVICES, INC.·CRD# 133763
BD
Sterling Heights, MI
December 13, 2007 - September 16, 2015
EQUITAS AMERICA, LLC·CRD# 39806
BD
Algonac, MI
October 20, 2004 - December 18, 2007

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Current Firm

CA
CABIN ADVISORS, LLC

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/30/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6240 W. 135th Street Suite 214, Overland Park, KS 66223

Phone Number

(913) 933-3351

# of Employees

15

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WM. BRIAN CANDLER - FORM ADV PART 2B (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

414

AUM (Assets Under Management)

$220,186,192

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Teaching Tax Flow, LLC; Founder Investment Related; Since 01/01/2023 - Franklin TN, Tax Planning and Strategy; Integrated Financial Group; Also dba Integrated Wealth Management/Integrated CPA Group; Managing Partner; Investment Related; Since 1/2023 Semper Cresente LLC; Member; Not Investment Related; Practice Management Company/Coaching. Portfolio Holdings LLC, sole member, since 2013. Holding company for intellectual property, IP addresses and domains, including "Integrated Financial Group". Investment Related. Nexus CPA Group, LLC - managing member. Consulting services and holding company for Teaching Tax Flow, LLC & MRR Institute LLC;Teaching Tax Flow LLC is an educational platform regarding tax planning. The MRR Institute provides peer consulting and coaching. Investment Related. Pilot Tax & Accounting PC, partner, since 2002, dba Integrated CPA Group - private CPA firm focused on tax preparation, tax planning, bookkeeping, accounting and related business consulting, not investment related All activities are supervised by and all securities transactions are executed under the supervision of Cabin Advisors, LLC/Cabin Securities Inc. Member FINRA/SIPC

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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".
CA
CABIN ADVISORS, LLC

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/30/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(4/21/2023)
RR
Colorado
(12/12/2024)
RR
Florida
(11/9/2023)
RR
Georgia
(10/30/2024)
RR
Michigan
(4/21/2023)
RR
Pennsylvania
(3/21/2024)
RR
Tennessee
(4/21/2023)
IAR
Tennessee
(8/18/2023)
RR
Texas
(4/21/2023)
RR
Virginia
(11/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2004About the Series 63 exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Jan 2023

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2004About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Picciurro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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