Cypress Wealth Advisors

Cypress Wealth Advisors (CRD# 132498) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,247,516,933 in 366 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,248
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $3,408,516
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, NV, NY, TX

Financial Advisors at Cypress Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Judith A. Webster
CRD#: 708802
101 California Street, Suite 1025, San Francisco, CA 94111
93
Wealthminder
score

Judith Webster (CRD# 708802) is an Investment Advisor Representative working at Cypress Wealth Advisors in San Francisco, CA and has over 17 years of experience in the finance industry.

2
Sophie A. Lee
CRD#: 6777619
101 California Street, Suite 1025, San Francisco, CA 94111
90
Wealthminder
score

Sophie Lee (CRD# 6777619) is an Investment Advisor Representative working at Cypress Wealth Advisors in San Francisco, CA and has 1 year of experience in the finance industry. Sophie Lee 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.

3
James E. Longinotti
CRD#: 6626202
101 California Street, Suite 1025, San Francisco, CA 94111
90
Wealthminder
score

James Longinotti (CRD# 6626202) is an Investment Advisor Representative working at Cypress Wealth Advisors in San Francisco, CA and has 1 year of experience in the finance industry.

4
Vincent A. Colabianchi
CRD#: 4380312
101 California Street, Suite 1025, San Francisco, CA 94111
87
Wealthminder
score

Vincent Colabianchi (CRD# 4380312) is an Investment Advisor Representative working at Cypress Wealth Advisors in San Francisco, CA and has 1 year of experience in the finance industry.

5
Barbara H. Young
CRD#: 4380311
101 California Street, Suite 1025, San Francisco, CA 94111
87
Wealthminder
score

Barbara Young (CRD# 4380311) is an Investment Advisor Representative working at Cypress Wealth Advisors in San Francisco, CA and has 1 year of experience in the finance industry.

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