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CYPRESS WEALTH ADVISORS LLC
CYPRESS WEALTH ADVISORS LLC
CYPRESS WEALTH ADVISORS
SAN FRANCISCO, California
·
6 registered advisors
·
CRD# 132498
SEC# 801-63413
0
(415)489-2100
01
Firm Overview
AUM
$576M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CYPRESS WEALTH ADVISORS LLC
6 registered advisors
Barbara Hayes Young
SAN FRANCISCO, California
CRD# 4380311
James Eugene Longinotti
SAN FRANCISCO, California
CRD# 6626202
Sean Jason Figueroa
SAN FRANCISCO, California
CRD# 2556909
Sophie Angela Lee
SAN FRANCISCO, California
CRD# 6777619
Steven Wilfred Enos
SAN FRANCISCO, California
CRD# 4518317
Vincent Anthony Colabianchi
SAN FRANCISCO, California
CRD# 4380312
05
Office Locations
SAN FRANCISCO, California
6 advisors
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Data sourced from SEC Form ADV filings. CYPRESS WEALTH ADVISORS LLC (CRD# 132498) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.