Unclaimed Profile

Shattuck Franklin Lamm

CYPRESS WEALTH SERVICES, LLC·PALM DESERT, California

SIE, Series 7, Series 31, Series 6625 years registeredCYPRESS WEALTH SERVICES, LLC

74150 COUNTRY CLUB DRIVE, PALM DESERT, CA 92260CRD# 4281570Firm CRD# 288992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shattuck Franklin Lamm · PALM DESERT, CA

Registration

CRD #4281570 · CYPRESS WEALTH SERVICES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

KEYSTONE PRIVATE WEALTH

Jul 2019 – present

CYPRESS WEALTH SERVICES, LLC

Jul 2017 – Apr 2021

PALM DESERT, CA

INTEGRATED WEALTH MANAGEMENT, INC.

May 2014 – Dec 2017

PALM DESERT, CA

MORGAN STANLEY

Jun 2009 – May 2014

PALM DESERT, CA

MORGAN STANLEY & CO. INCORPORATED

Sep 2008 – Jun 2009

PALM DESERT, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2001 – Sep 2008

INDIAN WELLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · June 13, 2001

Years registered · 25

Disclosure History

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CYPRESS WEALTH SERVICES, LLC

CRD 288992 · SEC 801-110836

AUM

$821M

Regulatory assets under management

Employees

1,605 client accounts

Services offered by CYPRESS WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CYPRESS WEALTH SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Shattuck Franklin Lamm offer?

Shattuck Franklin Lamm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM DESERT, California for a consultation.

What are Shattuck Franklin Lamm's credentials?

Shattuck Franklin Lamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shattuck Franklin Lamm located?

Shattuck Franklin Lamm 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 Shattuck Franklin Lamm charge for services?

Shattuck Franklin Lamm'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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