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LL

Leigh A. Luther

CYPRESS CAPITAL
Franklin, TN 37064
Some features on this profile are disabled
CRD#: 4365568
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Professional summary


Leigh Ann Luther, who also goes by Leigh Ann England, Leigh Ann Luther, Leigh England Luther, is a registered financial advisor currently at CYPRESS CAPITAL, LLC located in Franklin, Tennessee.

Leigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Leigh has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Leigh Ann England | Leigh Ann Luther | Leigh England Luther

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.
1. CATTLE FARM; NOT INVESTMENT RELATED; 125 LUTHER HOGIN RD DICKSON, TN 37055; CATTLE FARM; PROPRIETORSHIP; NO DUTIES. HUSBAND RUNS THE CATTLE FARM; START 1977; NO TIME DEVOTED 2.Rental Property; Not Investment related; Dickson,TN; Orange Beach, AL; Rental Income properties; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2000; During business hours: 0; After business hours: 1; Duties: Collect Rent, prospective renters

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Leigh Ann Luther'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

May 27, 2020 - Present

CYPRESS CAPITAL, LLC

Office #1: 436 Main Street Suite 205, Franklin, TN 37064
RIA
CRD#: 171266
Franklin, TN
Past

June 1, 2009 - May 27, 2020

MORGAN STANLEY

RIA
CRD#: 149777
FRANKLIN, TN
Past

June 1, 2009 - May 27, 2020

MORGAN STANLEY

BD
CRD#: 149777
FRANKLIN, TN
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
FRANKLIN, TN
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
FRANKLIN, TN
Past

January 22, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
NASHVILLE, TN
Past

May 1, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NASHVILLE, TN

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".
CC
CYPRESS CAPITAL, LLC
CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA
Registered Investment Advisory firm - (5/23/2014 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
Tennessee
(5/27/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/7/2001
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CC
CYPRESS CAPITAL, LLC
CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA
Registered Investment Advisory firm - (5/23/2014 Approved)
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Contact information


Main Address
436 Main Street Suite 205, Franklin, TN 37064
Mailing Address
Phone number
(615) 467-6075
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL, LLC ADV 2A (6/19/2025)

Regulatory assets under management


Total Number of Accounts1,534
AUM (Assets Under Management)$ 413,509,631

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.

Company Information


CYPRESS CAPITAL, LLC

CRD#: 171266Franklin, TN 37064

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