Unclaimed Profile

Joseph William Norton

CYPRESS POINT SOLUTIONS, LLC·SAN FRANCISCO, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record23 years registeredCYPRESS POINT SOLUTIONS, LLC

275 SACRAMENTO STREET, SAN FRANCISCO, CA 94111CRD# 2069417Firm CRD# 154949

Profile Verification

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

Identity

Joseph William Norton · SAN FRANCISCO, CA

Registration

CRD #2069417 · CYPRESS POINT SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CYPRESS POINT SOLUTIONS, LLC

VIRTUS INVESTMENT ADVISERS, INC.

Sep 2013 – May 2022

SAN FRANCISCO, CA

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Jul 2003 – Aug 2008

NEW YORK, NY

GOLDMAN, SACHS & CO.

Oct 2002 – Aug 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 4, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS POINT CAPITAL MANAGEMENT, LLC

CRD 154949 · SEC 801-71878

AUM

$179M

Regulatory assets under management

Employees

6 client accounts

Services offered by CYPRESS POINT CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CYPRESS POINT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph William Norton offer?

Joseph William Norton specializes in Retirement Planning.

What are Joseph William Norton's credentials?

Joseph William Norton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph William Norton located?

Joseph William Norton is based in SAN FRANCISCO, California, last registered with CYPRESS POINT SOLUTIONS, LLC.

How does Joseph William Norton charge for services?

Joseph William Norton's firm is compensated through percentage of aum, performance-based fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CYPRESS POINT SOLUTIONS, LLC?

CYPRESS POINT SOLUTIONS, LLC has approximately 4 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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