CP
Christopher J. Picciurro
CABIN ADVISORS
Franklin, TN
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CRD#: 4721435
CP
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Picciurro
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Picciurro's 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®
NoneExperience
Current
August 18, 2023 - Present
CABIN ADVISORS, LLC
RIA
CRD#: 312547
Franklin, TN
Current
April 21, 2023 - Present
CABIN SECURITIES, INC.
Office #1: 1025 Westhaven Blvd Ste 220, Franklin, TN 37064BD
CRD#: 137608
Franklin, TN
Past
July 15, 2020 - March 29, 2023
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
FRANKLIN, TN
Past
July 15, 2020 - March 29, 2023
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
FRANKLIN, TN
Past
January 16, 2018 - July 20, 2020
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
STERLING HEIGHTS, MI
Past
January 16, 2018 - July 20, 2020
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
STERLING HEIGHTS, MI
Past
February 10, 2016 - November 10, 2017
SII INVESTMENTS, INC.
RIA
CRD#: 2225
STERLING HEIGHTS, MI
Past
February 8, 2016 - November 10, 2017
SII INVESTMENTS, INC.
BD
CRD#: 2225
STERLING HEIGHTS, MI
Past
September 22, 2011 - September 16, 2015
OSAIC SERVICES, INC.
RIA
CRD#: 133763
STERLING HEIGHTS, MI
Past
December 13, 2007 - September 16, 2015
OSAIC SERVICES, INC.
BD
CRD#: 133763
STERLING HEIGHTS, MI
Past
October 20, 2004 - December 18, 2007
EQUITAS AMERICA, LLC
BD
CRD#: 39806
ALGONAC, MI
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 - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CABIN ADVISORS, LLC
CABIN ADVISORS, LLC
CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6240 W. 135th Street Suite 214, Overland Park, KS 66223
Mailing Address
Phone number
(913) 933-3351
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (34 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 133,637,000 |
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.
