Cypress Capital Group

Cypress Capital Group (CRD# 121923) is a financial advisory firm headquartered in Palm Beach, FL. They manage $130,431,141 in 152 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $858,100
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Cypress Capital Group
Showing 1 - 4 of 4 top financial advisors.
1
Katherine Gallagher, financial advisor New York NY
Katherine M. Gallagher
CRD#: 5985440
New York, NY

Katherine Gallagher (CRD# 5985440) is an Investment Advisor Representative working at Cypress Capital Group in New York, NY and has over 12 years of experience in the finance industry.

2
Massimo Santicchia, financial advisor Palm Beach FL
Massimo Santicchia
CRD#: 4712683
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480

Massimo Santicchia (CRD# 4712683) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 20 years of experience in the finance industry.

3
Brian Skarbek, financial advisor Palm Beach FL
Brian Skarbek
CRD#: 2624120
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480

Brian Skarbek (CRD# 2624120) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 27 years of experience in the finance industry.

4
Theresa Strickland, financial advisor Palm Beach FL
Theresa D. Strickland
CRD#: 5003073
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480

Theresa Strickland (CRD# 5003073) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 18 years 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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