Cypress Capital Management, LLC

Cypress Capital Management, LLC (CRD# 109955) is a financial advisory firm headquartered in Greenville, DE. They manage $637,787,681 in 1 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $637,787,681
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.

CT, DE, FL, MA, MD, NH, NJ, NY, PA, TX, VA

Financial Advisors at Cypress Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Seth C. Dadds
CRD#: 2780879
3801 Kennett Pike, Suite C-304, Greenville, DE 19807
96
Wealthminder
score

Seth Dadds (CRD# 2780879) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Greenville, DE and has over 18 years of experience in the finance industry.

2
Jeffrey P. McCabe
CRD#: 2040131
3801 Kennett Pike, Suite C-304, Greenville, DE 19807
96
Wealthminder
score

Jeffrey McCabe (CRD# 2040131) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Greenville, DE and has over 26 years of experience in the finance industry.

3
Raymond J. McCaffrey
CRD#: 2400734
3801 Kennett Pike, Suite C-304, Greenville, DE 19807
96
Wealthminder
score

Raymond McCaffrey (CRD# 2400734) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Greenville, DE and has over 23 years of experience in the finance industry.

4
Kelly A. Wellborn
CRD#: 4397706
3801 Kennett Pike, Suite C-304, Greenville, DE 19807
96
Wealthminder
score

Kelly Wellborn (CRD# 4397706) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Greenville, DE and has over 15 years of experience in the finance industry. Kelly Wellborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeanette E. Stewart
CRD#: 1862366
3801 Kennett Pike, Suite C-304, Greenville, DE 19807
93
Wealthminder
score

Jeanette Stewart (CRD# 1862366) is an Investment Advisor Representative working at Cypress Capital Management, LLC in Greenville, DE and has over 22 years of experience in the finance industry.

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