Raymond Mayer (CRD# 2346406) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 30 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cypress Path Capital, LLC | Carmel, CA | Mar 2019 - Current | 5 |
| Cypress Path Capital, LLC | Carmel, CA | Nov 2015 - Mar 2019 | 3 |
| Personal Trader | Carmel, CA | Feb 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- CA
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$495,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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