Evan N. Powers
CYPRESS FINANCIAL PLANNING
CHARLOTTESVILLE, VA 22903
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CRD#: 4831926
Professional summary
Evan N/m/i Powers, CFP®, who also goes by Evan Powers, is a registered financial advisor currently at CYPRESS FINANCIAL PLANNING located in Charlottesville, Virginia.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Evan has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan Powers
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.) NAME OF OBA: FARMINGTON COUNTRY CLUB; ADDRESS OF OBA: CVILLE, VA 22901; NATURE: NON-PROFIT BOARD WORK - PRIVATE SOCIAL AND SPORTS CLUB; INVESTMENT-RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ADVISORY BOARD MEMBER; ALSO PROVIDE OVERSIGHT OF FCC FINANCES, AS MANAGED BY CFO; START DATE: 03/15/2024; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: RENTAL REAL ESTATE; ADDRESS OF OBA: CAPE CHARLES, VA 23310; NATURE: OWN AND MANAGE PRIVATE RENTAL REAL ESTATE LLC; INVESTMENT RELATED: YES; TITLE WITH OBA: LLC MEMBER / MANAGER; DUTIES: OWNER; PROPERTY MANAGEMENT COMPANY DIRECTS ALL RENTAL ACTIVITIES. OCCASIONAL OWNER MAINTENANCE REQUIRED; START DATE: 11/30/2020; APPROX. NUMBER OF HOURS/MONTH: 2 TO 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Evan N/m/i Powers'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®
CFP®
Start date: 2016
Experience
Current
December 3, 2013 - Present
CYPRESS FINANCIAL PLANNING
Office #1: 700 Harris Street Suite 201-e, Charlottesville, VA 22903RIA
CRD#: 151014
CHARLOTTESVILLE, VA
Past
July 24, 2017 - October 31, 2019
MYFINANCIALANSWERS
RIA
CRD#: 286461
CHERRY HILL, NJ
Past
July 27, 2004 - September 7, 2007
CONSOLIDATED TRADING LLC
BD
CRD#: 117726
CHICAGO, IL
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".
CF
CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING | CYPRESS FINANCIAL PLANNING, LLC
CRD#: 151014 / SEC#: 801-112700
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Delaware
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (4/6/2018 Terminated)New Jersey
Registered Investment Advisory firm - (4/12/2018 Terminated)New York
Registered Investment Advisory firm - (3/28/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/29/2018 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2018 Terminated)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
New Jersey(6/29/2016)
IAR
Texas(3/29/2018)
IAR
Virginia(12/3/2013)
Current Firm
CF
CYPRESS FINANCIAL PLANNING
CYPRESS FINANCIAL PLANNING | CYPRESS FINANCIAL PLANNING, LLC
CRD#: 151014 / SEC#: 801-112700
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Delaware
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (4/6/2018 Terminated)New Jersey
Registered Investment Advisory firm - (4/12/2018 Terminated)New York
Registered Investment Advisory firm - (3/28/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/29/2018 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 White Horse Pike, Haddon Heights, NJ 08035
Mailing Address
Phone number
(856) 720-0029
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 394,972,037 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CYPRESS FINANCIAL PLANNING
CRD#: 151014Charlottesville, VA 22903TRUST BUT VERIFY
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