Cypress Capital Group

Cypress Capital Group (CRD# 121923) is a financial advisory firm headquartered in Palm Beach, FL. They manage $100,292,463 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,102,115
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Cypress Capital Group
Showing 1 - 6 of 6 top financial advisors.
1
Dorothy A. Giannotti
CRD#: 2455384
4625 N. Hwy A1a, Suite 5, Vero Beach, FL 32963
93
Wealthminder
score

Dorothy Giannotti (CRD# 2455384) is an Investment Advisor Representative working at Cypress Capital Group in Vero Beach, FL and has over 19 years of experience in the finance industry.

2
Samuel W. Hart
CRD#: 4300131
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480
93
Wealthminder
score

Samuel Hart (CRD# 4300131) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 15 years of experience in the finance industry.

3
Joseph C. Pauldine
CRD#: 5047769
Cypress Capital Group, Inc., 218 Royal Palm Way, Palm Beach, FL 33480
93
Wealthminder
score

Joseph Pauldine (CRD# 5047769) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 10 years of experience in the finance industry.

4
Massimo Santicchia
CRD#: 4712683
251 Royal Palm Way, Suite 500, Palm Beach, FL 33480
93
Wealthminder
score

Massimo Santicchia (CRD# 4712683) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 12 years of experience in the finance industry.

5
Brian Skarbek
CRD#: 2624120
218 Royal Palm Way, Palm Beach, FL 33480
93
Wealthminder
score

Brian Skarbek (CRD# 2624120) 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.

6
Theresa D. Strickland
CRD#: 5003073
218 Royal Palm Way, Palm Beach, FL 33480
93
Wealthminder
score

Theresa Strickland (CRD# 5003073) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 11 years of experience in the finance industry.

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