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Geoffrey Allen Grenert

CYPRESS ADVISORY GROUP, LLC·SCOTTSDALE, Arizona
SIE, Series 6, Series 63, Series 65Clean record24 years registeredCYPRESS ADVISORY GROUP, LLC
6424 E. GREENWAY PARKWAY, SCOTTSDALE, AZ 85254CRD# 2862874Firm CRD# 172113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Allen Grenert · SCOTTSDALE, AZ
Registration
CRD #2862874 · CYPRESS ADVISORY GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

SIERRA LEGACY GROUP
Sep 2014 – present
M HOLDINGS SECURITIES, INC.
Apr 2022 – Jul 2025
RENO, NV
M HOLDINGS SECURITIES, INC.
Jan 2006 – Sep 2014
RENO, NV
EAGLE STRATEGIES CORP
Jun 2002 – Jan 2006
RENO, NV
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · June 28, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYPRESS ADVISORY GROUP, LLC
CRD 172113 · SEC 801-122455
AUM
$110M
Regulatory assets under management
Employees
7
68 client accounts
Services offered by CYPRESS ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CYPRESS ADVISORY GROUP, LLC →
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Frequently Asked Questions

What services does Geoffrey Allen Grenert offer?
Geoffrey Allen Grenert specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Geoffrey Allen Grenert's credentials?
Geoffrey Allen Grenert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Allen Grenert located?
Geoffrey Allen Grenert is based in SCOTTSDALE, Arizona, working with CYPRESS ADVISORY GROUP, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Geoffrey Allen Grenert charge for services?
Geoffrey Allen Grenert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS ADVISORY GROUP, LLC?
CYPRESS ADVISORY GROUP, LLC has approximately 7 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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