Graham Albright has been an investment adviser representative at Collaborative Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
- Collaborative WealthCurrent– present · under a yearStuart, FL · Adviser representative · Firm CRD 142106
Investment adviser representative registrations
Graham Albright is registered as an investment adviser representative in Florida, since July 2026.
- FloridaSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Graham Franklin Albright
- CRD
- 8141799
- Firm
- Collaborative Wealth Management · CRD 142106
- Office
- 1805 S. Kanner Highway, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Graham Albright work?
Graham Albright is an investment adviser representative registered through Collaborative Wealth Management, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Graham Albright a financial advisor?
Yes. Graham Albright has a current investment-adviser registration in Florida, through Collaborative Wealth Management since July 2026.
How many years of experience does Graham Albright have?
Graham Albright has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Graham Albright passed?
Graham Albright passed the Series 65 in June 2026.
Where is Graham Albright based?
Graham Albright’s registered office is in Stuart, FL.
Is Graham Albright registered with FINRA?
No. Graham Albright has no current broker registration.
How can I verify Graham Albright’s record?
Search CRD 8141799 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Graham Albright’s full registration record.
