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Daniel Stephen Graeve

CEDRUS HOLDING CO, LLC·LITTLETON, Colorado
Series 65Clean record2 years registeredCEDRUS HOLDING CO, LLC
8241 SOUTH CONTINENTAL DIVIDE ROAD, LITTLETON, CO 80127CRD# 7852378Firm CRD# 312878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Stephen Graeve · LITTLETON, CO
Registration
CRD #7852378 · CEDRUS HOLDING CO, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

Dec 2024present
Jan 2024Mar 2025
LITTLETON, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 8, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CEDRUS HOLDING CO, LLC
CRD 312878 · SEC 801-120443
AUM
$651M
Regulatory assets under management
Employees
17
2,007 client accounts
Services offered by CEDRUS HOLDING CO, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Daniel Stephen Graeve offer?
Daniel Stephen Graeve specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LITTLETON, Colorado for a consultation.
What are Daniel Stephen Graeve's credentials?
Daniel Stephen Graeve is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Stephen Graeve located?
Daniel Stephen Graeve is based in LITTLETON, Colorado, working with CEDRUS HOLDING CO, LLC. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.
How does Daniel Stephen Graeve charge for services?
Daniel Stephen Graeve's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEDRUS HOLDING CO, LLC?
CEDRUS HOLDING CO, LLC has approximately 17 employees and manages $651M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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