Cypress Lane Advisors

Cypress Lane Advisors (CRD# 325688) is a financial advisory firm headquartered in , . They manage $4,899,470 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.cypresslaneadvisors.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $544,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cypress Lane Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Alfredo Felicella, financial advisor Galveston TX
Alfredo M. Felicella
CRD#: 5080664
Galveston, TX

Alfredo Felicella (CRD# 5080664) is an Investment Advisor Representative working at Cypress Lane Advisors in Galveston, TX 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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