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WB
WB

William Samuel Borleis

Cabin Advisors, LLC
31 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cabin Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
166 clients
Average Client Portfolio
$805K average
Assets Under Management
$133.6M

Location

Spring Hill, TN

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History

Regulatory History (1)
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Customer Dispute
March 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is a partner at Arno Wealth, LLC, providing investment, tax, and financial planning services. He is also a minority member of SOI LLC, dealing with collectibles, and an agent for Borleis Insurance, selling life insurance and fixed annuities since 2014.

Employment History
Current Registrations
Cabin Securities, INC.
April 2025 - Present · 10 mos
Cabin Securities, INC.Broker
April 2025 - Present · 10 mos
Cabin Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Arete Wealth Advisors, LLC
December 2022 - May 2025 · 2 yrs 5 mos
Arete Wealth Management, LLCBroker
December 2022 - May 2025 · 2 yrs 5 mos
Center Street Advisors, INC.
January 2017 - December 2022 · 5 yrs 11 mos
Center Street Securities, INC.Broker
January 2017 - December 2022 · 5 yrs 11 mos
Fsc Securities CorporationBroker
April 2015 - October 2015 · 6 mos
LPL Financial LLCBroker
June 2014 - April 2015 · 10 mos
LPL Financial LLC
June 2014 - April 2015 · 10 mos
Compass Advisory Partners LLC
July 2008 - October 2013 · 5 yrs 3 mos
Fsc Securities CorporationBroker
July 2008 - July 2014 · 6 yrs
AXA Advisors, LLCBroker
June 2007 - June 2008 · 1 yr
MML Investors Services, INC.Broker
March 2007 - June 2007 · 3 mos
Fsc Securities CorporationBroker
December 2006 - February 2007 · 2 mos
Fsc Securities Corporation
March 2004 - November 2006 · 2 yrs 8 mos
Fsc Securities CorporationBroker
October 2002 - November 2006 · 4 yrs 1 mo
American General Securities IncorporatedBroker
February 1999 - October 2002 · 3 yrs 8 mos
New England SecuritiesBroker
January 1996 - December 1998 · 2 yrs 11 mos
Mimlic Sales CorporationBroker
October 1992 - January 1996 · 3 yrs 3 mos
State Registrations7 states
ALCAFLGAMDTNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.