Unclaimed Profile

Ronald Scott Boyd

CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, Texas

SIE, Series 3, Series 4, Series 7, Series 24, Series 55, Series 63, Series 65Clean record23 years registeredCYPRESS POINT WEALTH MANAGEMENT, LLC

3838 OAK LAWN AVE, DALLAS, TX 75219CRD# 2846392Firm CRD# 143771

Profile Verification

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

Identity

Ronald Scott Boyd · DALLAS, TX

Registration

CRD #2846392 · CYPRESS POINT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CYPRESS POINT WEALTH MANAGEMENT, LLC

CEIBA ASSET MANAGEMENT, LLC

Jan 2003 – Nov 2003

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS POINT WEALTH MANAGEMENT, LLC

CRD 143771 · SEC 801-67840

AUM

$798M

Regulatory assets under management

Employees

940 client accounts

Services offered by CYPRESS POINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CYPRESS POINT WEALTH MANAGEMENT, LLC →

Introduction

Speak with Ronald

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

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

Looking for a financial advisor in DALLAS?

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

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ronald Scott Boyd offer?

Ronald Scott Boyd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Ronald Scott Boyd's credentials?

Ronald Scott Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Scott Boyd located?

Ronald Scott Boyd is based in DALLAS, Texas, last registered with CYPRESS POINT WEALTH MANAGEMENT, LLC.

How does Ronald Scott Boyd charge for services?

Ronald Scott Boyd'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 POINT WEALTH MANAGEMENT, LLC?

CYPRESS POINT WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $798M 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 →