SP
Steven R. Parker
CYPRESS WEALTH ADVISORS
Shavano Park, TX 78249
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CRD#: 4825890
SP
Professional summary
Steven Ray Parker, CFA is a registered financial advisor currently at CYPRESS WEALTH ADVISORS, LLC located in Shavano Park, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Steven has worked at 1 firm .
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.
STEVEN RAY PARKER owns 100% of Parker Capital Holdings LLC, which owns 100% of the office condo located at 4358 Lockhill Selma Rd, Ste 310, Shavano Park TX 78249.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Ray Parker's 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®
Experience
Current
January 15, 2013 - Present
CYPRESS WEALTH ADVISORS, LLC
Office #1: 4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249RIA
CRD#: 166414
Shavano Park, TX
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
Louisiana(2/4/2013)
IAR
Texas(1/15/2013)
Exams
Current Firm
CW
CYPRESS WEALTH ADVISORS, LLC
CYPRESS WEALTH ADVISORS, LLC
CRD#: 166414 / SEC#:
Louisiana
Registered Investment Advisory firm - (2/4/2013 Approved)Texas
Registered Investment Advisory firm - (1/15/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249
Mailing Address
Phone number
(210) 787-5410
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 70,512,940 |
Red Flags
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