AdvisorOS Directory
Claim Profile
Unclaimed Profile
IB

Indrajit Bardhan

CYPRESS CAPITAL GROUP, INC.·PALM BEACH, Florida
SIE, Series 3, Series 7, Series 24, Series 55, Series 63Clean recordCYPRESS CAPITAL GROUP, INC.
251 ROYAL PALM WAY, PALM BEACH, FL 33480CRD# 2275210Firm CRD# 121923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Indrajit Bardhan · PALM BEACH, FL
Registration
CRD #2275210 · CYPRESS CAPITAL GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CYPRESS CAPITAL GROUP, INC.
CRD 121923 · SEC 801-61733
AUM
$130M
Regulatory assets under management
Employees
9
152 client accounts
Services offered by CYPRESS CAPITAL GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CYPRESS CAPITAL GROUP, INC. →
Introduction

Speak with Indrajit

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

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

Looking for a financial advisor in PALM BEACH?

Browse all registered financial advisors in PALM BEACH, Florida or claim this profile if it's yours.

Browse PALM BEACH AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Indrajit Bardhan offer?
Indrajit Bardhan specializes in Investment Management, Wealth Management. Contact their office in PALM BEACH, Florida for a consultation.
What are Indrajit Bardhan's credentials?
Indrajit Bardhan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Indrajit Bardhan located?
Indrajit Bardhan is based in PALM BEACH, Florida, working with CYPRESS CAPITAL GROUP, INC.. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does Indrajit Bardhan charge for services?
Indrajit Bardhan's firm is compensated through percentage of aum, other: model portfolio delivery. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS CAPITAL GROUP, INC.?
CYPRESS CAPITAL GROUP, INC. has approximately 9 employees and manages $130M 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 →

Other Advisors at CYPRESS CAPITAL GROUP, INC.

Thomas Edward Hassen
PALM BEACH, FL
Brian Skarbek
PALM BEACH, FL

More Advisors in PALM BEACH, Florida

Alexander Trindade Harvey
HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, FL
Sophia Harvey Burnichon
HARVEY CAPITAL MANAGEMENT INC·PALM BEACH, FL
Daniel Albert Ogden
DOCK STREET ASSET MANAGEMENT INC·PALM BEACH, FL
Paul William Davis
HUDSON VALUE PARTNERS, LLC·PALM BEACH, FL
Frank Emmett Shanley
DUDLEY & SHANLEY, INC.·PALM BEACH, FL
Ibrahim Albert Hallac
WESTON CAPITAL ASSET MANAGEMENT LLC·PALM BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile