Unclaimed Profile

William Bernard Ebzery

CYPRESS CAPITAL MANAGEMENT, LLC·SHERIDAN, Wyoming

Series 7, Series 63, Series 65Clean record10 years registeredCYPRESS CAPITAL MANAGEMENT, LLC

312 WHITNEY LANE SUITE 1A, SHERIDAN, WY 82801CRD# 2646105Firm CRD# 130401

Profile Verification

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

Identity

William Bernard Ebzery · SHERIDAN, WY

Registration

CRD #2646105 · CYPRESS CAPITAL MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CYPRESS CAPITAL MANAGEMENT, LLC

CYPRESS CAPITAL MANAGEMENT, LLC

Sep 2015 – Jun 2020

SHERIDAN, WY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 2, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CYPRESS CAPITAL MANAGEMENT, LLC

CRD 130401 · SEC 801-62811

AUM

$108M

Regulatory assets under management

Employees

364 client accounts

Services offered by CYPRESS CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CYPRESS CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Bernard Ebzery offer?

William Bernard Ebzery specializes in Financial Planning, Investment Management, Wealth Management.

What are William Bernard Ebzery's credentials?

William Bernard Ebzery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Bernard Ebzery located?

William Bernard Ebzery is based in SHERIDAN, Wyoming, last registered with CYPRESS CAPITAL MANAGEMENT, LLC.

How does William Bernard Ebzery charge for services?

William Bernard Ebzery'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 4 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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