Cypress Capital Advisors, LLC

Cypress Capital Advisors, LLC (CRD# 288944) is a financial advisory firm headquartered in Franklin, TN. They manage $323,645,281 in 1,378 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
436 Main St., Suite 205, Franklin, TN 37064
https://instagram.com/musicrowwealthmgmt
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $234,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, NC, NH, TN, TX, VA

Financial Advisors at Cypress Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Hackney, financial advisor Nashville TN
James T. Hackney
CRD#: 4475351
1614 16th Avenue South, Suite 101, Nashville, TN 37212

James Hackney (CRD# 4475351) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Nashville, TN and has over 22 years of experience in the finance industry.

2
Joseph Pessetto, financial advisor Raleigh NC
Joseph P. Pessetto
CRD#: 3083013
Raleigh, NC

Joseph Pessetto (CRD# 3083013) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Raleigh, NC and has over 25 years of experience in the finance industry.

3
Laura Davis, financial advisor Franklin TN
Laura J. Davis
CRD#: 4969489
436 Main St., Suite 205, Franklin, TN 37064

Laura Davis (CRD# 4969489) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Franklin, TN and has over 18 years of experience in the finance industry.

4
Brayden Oswald, financial advisor Nashville TN
Brayden T. Oswald
CRD#: 7653385
1614 16th Avenue South, Nashville, TN 37212

Brayden Oswald (CRD# 7653385) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Nashville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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