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Kelly Ann Wellborn

CYPRESS CAPITAL MANAGEMENT, LLC·GREENVILLE, Delaware
Series 65Clean record25 years registeredCYPRESS CAPITAL MANAGEMENT, LLC
3801 KENNETT PIKE, GREENVILLE, DE 19807CRD# 4397706Firm CRD# 109955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Ann Wellborn · GREENVILLE, DE
Registration
CRD #4397706 · CYPRESS CAPITAL MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

BRYN MAWR TRUST ADVISORS, LLC
Jan 2023 – present
CYPRESS CAPITAL MANAGEMENT, LLC
May 2001 – Feb 2023
GREENVILLE, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 29, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYPRESS CAPITAL MANAGEMENT, LLC
CRD 109955 · SEC 801-60044
AUM
$1.3B
Regulatory assets under management
Employees
11
642 client accounts
Services offered by CYPRESS CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CYPRESS CAPITAL MANAGEMENT, LLC →
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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 at CYPRESS CAPITAL MANAGEMENT, LLC

Raymond Joseph Mccaffrey
GREENVILLE, DE
Ronald Vincent Samuels
GREENVILLE, DE

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