Erin Mccarty is a CFP-designated registered investment advisor at Cypress Capital, based in Tallahassee, FL, with 8 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 232 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Capital offers investment management services for a fee. The annual investment advisory fee is negotiable, up to 2.00% of the assets managed. The fees can vary based on the representative assigned, the amount of assets invested, the complexity of the engagement, the number of meetings, and other factors. Cypress Capital also sponsors a wrap program with a negotiable annual fee up to 2.00%.
Location
1415 Piedmont Dr. E, Suite 1, Tallahassee, FL, 32308
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Regulatory History
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.
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Erin is a notary public and provides investment advisory services through Independent Advisor Alliance, dedicating nearly full-time hours to this role. She also operates Cypress Capital as a DBA for her LPL business.
Employment History
Current Registrations
Cypress Capital
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
State Registrations4 states
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