Dermott G. Larkin

CYPRESS WEALTH SERVICES

Burlingame, CA

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CRD#: 2440976

Professional summary

Dermott Gabriel Larkin is a registered financial advisor currently at CYPRESS WEALTH SERVICES, LLC located in Burlingame, California.

Dermott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dermott has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dermott Gabriel Larkin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 21, 2025 - Present

CYPRESS WEALTH SERVICES, LLC

RIA

CRD#: 288992

Burlingame, CA

Past

August 29, 2018 - April 21, 2025

PERIGON WEALTH MANAGEMENT, LLC

RIA

CRD#: 131037

SAN FRANCISCO, CA

Past

March 22, 2005 - May 24, 2005

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

July 30, 2002 - March 23, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 22, 1999 - February 26, 2001

OFFROAD SECURITIES, INC.

CRD#: 30890

SAN FRANCISCO, CA

Past

March 13, 1998 - January 1, 1999

STROME SECURITIES, L.P.

CRD#: 29682

SANTA MONICA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC | THE CYPRESS GROUP

CRD#: 288992 / SEC#: 801-110836

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/12/1998

General Securities Representative Examination

Current Firm

CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC | THE CYPRESS GROUP

CRD#: 288992 / SEC#: 801-110836

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

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Contact information

Main Address

74150 Country Club Drive, Palm Desert, CA 92260

Mailing Address

Phone number

(760) 834-7250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,882
AUM (Assets Under Management)	$ 965,541,741

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dermott G. Larkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dermott Gabriel Larkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERIGON WEALTH MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

WELLS FARGO INVESTMENTS, LLC

OFFROAD SECURITIES, INC.

STROME SECURITIES, L.P.

Primary Firm SEC Registration

CYPRESS WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2018

Series 63

Date: 12/9/1998

Series 7

Date: 3/12/1998

Current Firm

CYPRESS WEALTH SERVICES, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS WEALTH SERVICES, LLC

TRUST BUT VERIFY

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