Colleen Marie Graff
Investment adviser representative at Cabin Advisors, LLC
18 yearsExperience
2 statesRegistered in
$220.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cabin Advisors, LLCSep 2022 to now
- Jcc Capital Markets LLCJun 2022 to now
- Cabin Securities IncMar 2021 to now
- Social Halo MediaMay 2017 to Mar 2022
- Not EmployedJul 2008 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, KS).
Cabin Advisors, LLC
$220.2MAssets managed
414Clients
16Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2859156
- Firm CRD
- 312547