Advisor at Abraham Trading Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Abraham Trading Company
Location
Snowmass, CO
Credentials
Series 66
Industry experience
2 years
Snowmass, CO
Colorado · Texas
IMST Distributors, LLC
2025 - Present (1 year)
Abraham Trading Company
2024 - Present (2 years)
Ivy Gate Advisors
2024 - 2024 (1 year)
Jpmorgan Chase Bank NA
2023 - 2024 (1 year)
Jpmorgan Securities LLC
2023 - 2024 (1 year)
UnEmployed
2022 - 2023 (1 year)
Jpmorgan Chase Bank NA
2022 - 2022 (1 year)
UnEmployed
2021 - 2022 (1 year)
Lucile Packard Foundation for Children's Health
2021 - 2021 (1 year)
Silicon Valley Community Foundation
2020 - 2021 (1 year)
SAA Properties LLC
2017 - 2020 (3 years)
UnEmployed
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Snowmass Village, CO
Aspen Financial, Inc.
Series 63, Series 65
Aspen, CO
Stevenson Advisors, LLC
Series 65
Aspen, CO
Vineyard Capital Management LLC
Series 65
Basalt, CO
Finesse Funds, LLC
CFP®, CFA®
Basalt, CO
Sherwood Wealth Management
Series 65
Aspen, CO
Colver Asset Management, LLC
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