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Clark Steven Penney

CYPRESS WEALTH SERVICES, LLC·PALM DESERT, California
Unclaimed Profile
74150 COUNTRY CLUB DRIVE, PALM DESERT, CA 92260CRD# 5539813Firm CRD# 288992
01

About

Clark Steven Penney is a registered financial advisor based in PALM DESERT, California, affiliated with CYPRESS WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CYPRESS WEALTH SERVICES, LLC
CYPRESS WEALTH SERVICES, LLC
AUM
$821M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CYPRESS WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5539813
Firm CRD# 288992
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clark Steven Penney offer?
Clark Steven Penney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM DESERT, California for a consultation.
What are Clark Steven Penney's credentials?
Clark Steven Penney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clark Steven Penney located?
Clark Steven Penney is based in PALM DESERT, California, working with CYPRESS WEALTH SERVICES, LLC. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.
How does Clark Steven Penney charge for services?
Clark Steven Penney'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 WEALTH SERVICES, LLC?
CYPRESS WEALTH SERVICES, LLC has approximately 16 employees and manages $821M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM DESERT
John N. Wong — INTEGRATED WEALTH MANAGEMENT, INC.Ryan Thomas Delaney — INTEGRATED WEALTH MANAGEMENT, INC.Erik Rudy Mora — INTEGRATED WEALTH MANAGEMENT, INC.Marc Edelman Koven — CYPRESS WEALTH SERVICES, LLCJames Michael Casey — INTEGRATED WEALTH MANAGEMENT, INC.
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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