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James Sarandis, portrait

James Sarandis

Investment adviser representative at Cabin Advisors in Mesquite, TX

Investment adviser and broker registrationsUpdated

James Sarandis is an investment adviser representative at Cabin Advisors, LLC, an investment adviser managing $220M, and works from its Mesquite, TX office. James Sarandis has been registered through Cabin Advisors since 29 May 2025, has 8 years in the industry across 4 firms and has passed the Series 7 and Series 66.

8
Years in industry
1
Years at firm
4
Adviser firms
3
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

James Sarandis has been an investment adviser representative at Cabin Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners. James Sarandis studied BSBA in Finance at Oklahoma State University.

Cabin Advisors, LLC is an Overland Park, KS firm with $220M under management, 414 clients and 13 advisers across 9 offices, as of its March 2026 filing.

James Sarandis is Director of Financial Analysis at Arno Wealth, LLC. He helps the team by crafting detailed financial plans for clients and consults on client portfolio allocation. Before joining Arno Wealth, he spent over 3 years at another financial planning firm. He is an investment advisor representative with Cabin Advisors, LLC and a Registered Representative with Cabin Securities, Inc.

James Sarandis’ longest registration was 4 years at Arete Wealth Advisors, LLC (2021–2025). Before joining Cabin Advisors in 2025, James Sarandis was registered through Arete Wealth Advisors, LLC and Park Avenue Securities LLC.

  1. – present · 1 year
    Mesquite, TX · Adviser representative · Firm CRD 312547
  2. Arete Wealth Advisors, LLC
    – · 4 years
    Rockwell, TX · Adviser representative · Firm CRD 145488
  3. Park Avenue Securities LLC
    – · 2 years
    Dallas, TX · Adviser representative · Firm CRD 46173
  4. Level Four Advisory Services
    – · under a year
    Plano, TX · Adviser representative · Firm CRD 134086

Credentials and registrations

Investment adviser representative registrations

James Sarandis is registered as an investment adviser representative in 3 states. The first approvals date from May 2025; the most recent is Florida, in May 2026.

  • CaliforniaSince 7 May 2026
  • FloridaSince 22 May 2026
  • TexasSince 29 May 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6614 October 2017
Name
Uniform Combined State Law Examination
Series 715 September 2017
Name
General Securities Representative Examination

Key facts

Full name
James Nicholas Sarandis
CRD
6653637
Firm
Cabin Advisors · CRD 312547
Office
Mesquite, TX
Registration
Investment adviser and broker registrations
In the industry since
February 2018
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does James Sarandis work?

James Sarandis is an investment adviser representative registered through Cabin Advisors, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is James Sarandis a financial advisor?

Yes. James Sarandis has a current investment-adviser registration in California, Florida and Texas, through Cabin Advisors since May 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does James Sarandis have?

James Sarandis has 8 years in the financial industry, since February 2018, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has James Sarandis passed?

James Sarandis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited James Sarandis with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did James Sarandis work before Cabin Advisors?

Before Cabin Advisors, James Sarandis was registered through Arete Wealth Advisors, LLC, February 2021 to May 2025; Park Avenue Securities LLC, January 2018 to September 2020; Level Four Advisory Services, November 2017 to January 2018.

Source: IAPD individual record, checked 22 October 2026

Where is James Sarandis based?

James Sarandis’ registered office is in Mesquite, TX.

Source: IAPD individual record, checked 22 October 2026

Is James Sarandis registered with FINRA?

Yes. James Sarandis has a current broker registration, under CRD 6653637.

Source: FINRA BrokerCheck

How can I verify James Sarandis’ record?

Search CRD 6653637 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Sarandis’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Cabin Advisors

Sources

  1. IAPD individual record, CRD 6653637, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cabin Advisors, LLC, filed 27 March 2026. Executive officers and direct owners; this person is not among them.
  3. Cabin Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.