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Kelly Ann Wellborn

CYPRESS CAPITAL MANAGEMENT, LLC·GREENVILLE, Delaware
Unclaimed Profile
3801 KENNETT PIKE, GREENVILLE, DE 19807CRD# 4397706Firm CRD# 109955
01

About

Kelly Ann Wellborn is a registered financial advisor based in GREENVILLE, Delaware, affiliated with CYPRESS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CYPRESS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4397706
Firm CRD# 109955
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Ann Wellborn offer?
Kelly Ann Wellborn specializes in Investment Management, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Kelly Ann Wellborn's credentials?
Kelly Ann Wellborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Ann Wellborn located?
Kelly Ann Wellborn is based in GREENVILLE, Delaware, working with CYPRESS CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Kelly Ann Wellborn charge for services?
Kelly Ann Wellborn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS CAPITAL MANAGEMENT, LLC?
CYPRESS CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Peter Francis Diamond — FRIESS ASSOCIATES, LLCTodd Matthew Walters — SPEARHEAD ADMINISTRATIVE SERVICES, LLCTracey Anne Walters — SPEARHEAD ADMINISTRATIVE SERVICES, LLCJarrett Todd Bostwick — SPEARHEAD ADMINISTRATIVE SERVICES, LLCAlyson Renee Kest — SPEARHEAD ADMINISTRATIVE SERVICES, LLC
Nearby cities in Delaware
WILMINGTON (282)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
WILMINGTON GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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