CP
PFS
CP
PFS

Christopher Picciurro

21 Years of Experience
Franklin, TN
Broker

Christopher Picciurro is a PFS-designated registered investment advisor at Cabin Advisors, LLC, based in Franklin, TN, with 21 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
414 clients
Average Client Portfolio
$532K average
Assets Under Management
$220.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is involved in several businesses, including Teaching Tax Flow LLC, Integrated Financial Group, Semper Cresente LLC, Portfolio Holdings LLC, Nexus CPA Group, LLC, and Pilot Tax & Accounting PC. Some of these activities are investment-related, while others focus on tax planning, practice management, and accounting.

Employment History
Current Registrations
Cabin Advisors, LLC
August 2023 - Present · 3 yrs 2 mos
Cabin Securities, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Cabin Securities, INC.
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Center Street Securities, INC.Broker
July 2020 - March 2023 · 2 yrs 8 mos
Center Street Advisors, INC.
July 2020 - March 2023 · 2 yrs 8 mos
Woodbury Financial Services, INC.Broker
January 2018 - July 2020 · 2 yrs 6 mos
Woodbury Financial Services, INC.
January 2018 - July 2020 · 2 yrs 6 mos
Sii Investments, INC.
February 2016 - November 2017 · 1 yr 9 mos
Sii Investments, INC.Broker
February 2016 - November 2017 · 1 yr 9 mos
Sagepoint Financial, INC.
September 2011 - September 2015 · 4 yrs
Sagepoint Financial, INC.Broker
December 2007 - September 2015 · 7 yrs 9 mos
Equitas America, LLCBroker
October 2004 - December 2007 · 3 yrs 2 mos
State Registrations9 states
ARCOFLGAMIPATNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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