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CFP
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CFP

Bradley Arave

Cypress Wealth Services, LLC
18 Years of Experience
Palm Desert, CA
1 DisclosureSells Insurance
View SEC Summary
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Bradley Arave is a CFP-designated registered investment advisor at Cypress Wealth Services, LLC, based in Palm Desert, CA, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 836 clients with $1.3B in assets under management.

Cypress Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
836 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees will not exceed 1.50% annually and are negotiable at the sole discretion of the firm. Certain clients may have a fixed annual fee or fixed rate fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

74150 Country Club Drive, Palm Desert, CA, 92260

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History

Regulatory History (1)
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Customer Dispute
April 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley is a Senior Vice President and Financial Advisor at Cypress Wealth Services, LLC, focusing on financial planning and investment management, which takes nearly full-time. He is also an Independent Insurance Professional, providing insurance solutions and dedicating a few hours per week.

Employment History
Current Registrations
Cypress Wealth Services, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2019 - April 2020 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2019 · 6 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - January 2019 · 6 yrs 3 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.
May 2011 - October 2012 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - May 2011 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - May 2011 · 3 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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