CA
CA

Claire Abraham

2 Years of Experience
Snowmass, CO
Broker

Claire Abraham is a registered investment advisor at Abraham Trading Company, based in Snowmass, CO, with 2 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $95M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$94.9M
Loading...

Location

Snowmass, CO

Get directions

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.

Learn about disclosures →
Other Business Activities

Claire is the Director of Investor Relations at Abraham Trading Company, dedicating full-time hours to this role. She is also a Registered Representative of IMST Distributors, LLC, an unaffiliated Broker Dealer.

Employment History
Current Registrations
Abraham Trading Company
January 2025 - Present · 1 yr 4 mos
Imst Distributors, LLC
January 2025 - Present · 1 yr 4 mos
Imst Distributors, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2023 - December 2024 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.