Carey Sylvan Mccrady

CFP

Cypress Wealth Services, LLC

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cypress Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

722 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$965.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

Mesa, AZ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cypress Wealth Services, LLC

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Watts Gwilliam & Company, LLC

February 2020 - April 2023 · 3 yrs 2 mos

Csm Financial Planning

January 2017 - December 2019 · 2 yrs 11 mos

Vanguard Marketing CorporationBroker

August 2006 - July 2016 · 9 yrs 11 mos

State Registrations2 states

AZCA

Advisor

Exams

No exam information available for this advisor.