Brian Skarbek

CYPRESS CAPITAL GROUP

Palm Beach, FL 33480

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CRD#: 2624120

Professional summary

Brian Skarbek, who also goes by Brian Skarbek Mr., is a registered financial advisor currently at CYPRESS CAPITAL GROUP located in Palm Beach, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Brian has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Skarbek Mr.

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.

Tranont, 3451 North Triumph Blvd., Lehi, UT 84043; not investment related; Affiliate from 07/07/2021 to Present; Multi level marketing Health and Wellness company; have no duties. My position is to help enhance my spouse's return. I devote "0" hours to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Skarbek'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

November 23, 2005 - Present

CYPRESS CAPITAL GROUP

Office #1: 251 Royal Palm Way Suite 500, Palm Beach, FL 33480Office #3: 6151 Lake Osprey Drive, Sarasota, FL 34240

RIA

CRD#: 121923

Palm Beach, FL

Past

January 19, 1999 - March 19, 1999

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

April 1, 1998 - February 3, 1999

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

August 9, 1995 - April 1, 1998

BARNETT INVESTMENTS, INC.

CRD#: 14897

JACKSONVILLE, FL

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

Florida
(11/23/2005)

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: 11/2/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1995

General Securities Representative Examination

Current Firm

CYPRESS CAPITAL GROUP

CRD#: 121923 / SEC#: 801-61733

RIA

Registered Investment Advisory firm - (10/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

251 Royal Palm Way Suite 500, Palm Beach, FL 33480

Mailing Address

Phone number

(561) 659-5889

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL GROUP, INC. ADV BROCHURE (5/6/2025)

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 57,489,162

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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Brian Skarbek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Skarbek's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL GROUP

INVEST FINANCIAL CORPORATION

BANC OF AMERICA INVESTMENT SERVICES, INC.

BARNETT INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2005

Series 63

Date: 5/24/1996

Series 7

Date: 7/24/1995

Current Firm

CYPRESS CAPITAL GROUP

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL GROUP

TRUST BUT VERIFY

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