Unclaimed Profile

Raymond Joseph Mccaffrey

CYPRESS CAPITAL MANAGEMENT, LLC·GREENVILLE, Delaware

SIE, Series 2, Series 24, Series 63, Series 65Clean record19 years registeredCYPRESS CAPITAL MANAGEMENT, LLC

3801 KENNETT PIKE, GREENVILLE, DE 19807CRD# 2400734Firm CRD# 109955

Profile Verification

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

Identity

Raymond Joseph Mccaffrey · GREENVILLE, DE

Registration

CRD #2400734 · CYPRESS CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CYPRESS CAPITAL MANAGEMENT, LLC

MALVERN CAPITAL MANAGEMENT

Jan 2024 – Jun 2024

MALVERN, PA

CAPITAL ANALYSTS

Sep 2023 – Dec 2023

Horsham, PA

LINCOLN INVESTMENT

Sep 2023 – Dec 2023

Horsham, PA

RED SPRUCE CAPITAL, LLC

Oct 2022 – Aug 2023

LANSDALE, PA

WEST CAPITAL MANAGEMENT

Jul 2020 – Oct 2022

PHILADELPHIA, PA

CYPRESS CAPITAL MANAGEMENT, LLC

Jul 2015 – Oct 2022

GREENVILLE, DE

MCCAFFREY MANAGEMENT, LLC

Nov 2006 – May 2007

LANSDALE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 24

Series 63

Series 65

Registration record

First registered · November 15, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS CAPITAL MANAGEMENT, LLC

CRD 109955 · SEC 801-60044

AUM

$1.3B

Regulatory assets under management

Employees

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 →

Introduction

Speak with Raymond

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Raymond is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, Delaware or claim this profile if it's yours.

Browse GREENVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Raymond Joseph Mccaffrey offer?

Raymond Joseph Mccaffrey specializes in Investment Management, Wealth Management.

What are Raymond Joseph Mccaffrey's credentials?

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

Where is Raymond Joseph Mccaffrey located?

Raymond Joseph Mccaffrey is based in GREENVILLE, Delaware, last registered with CYPRESS CAPITAL MANAGEMENT, LLC.

How does Raymond Joseph Mccaffrey charge for services?

Raymond Joseph Mccaffrey'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →