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Marc Anthony Mezzadri

CYPRESS POINT INVESTMENT MANAGEMENT LP·MILL VALLEY, California
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100 SHORELINE HIGHWAY, MILL VALLEY, CA 94941CRD# 2929322Firm CRD# 316549
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About

Marc Anthony Mezzadri is a registered financial advisor based in MILL VALLEY, California, affiliated with CYPRESS POINT INVESTMENT MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
CYPRESS POINT INVESTMENT MANAGEMENT LP
CYPRESS POINT INVESTMENT MANAGEMENT LP
AUM
$77M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CYPRESS POINT INVESTMENT MANAGEMENT LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2929322
Firm CRD# 316549
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc Anthony Mezzadri offer?
Marc Anthony Mezzadri specializes in Retirement Planning, Wealth Management. Contact their office in MILL VALLEY, California for a consultation.
What are Marc Anthony Mezzadri's credentials?
Marc Anthony Mezzadri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Anthony Mezzadri located?
Marc Anthony Mezzadri is based in MILL VALLEY, California, working with CYPRESS POINT INVESTMENT MANAGEMENT LP. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Marc Anthony Mezzadri charge for services?
Marc Anthony Mezzadri's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS POINT INVESTMENT MANAGEMENT LP?
CYPRESS POINT INVESTMENT MANAGEMENT LP has approximately 4 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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