Theresa D. Strickland

CYPRESS CAPITAL GROUP

Palm Beach, FL 33480

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CRD#: 5003073

Professional summary

Theresa D Strickland, who also goes by Theresa Marie Dicicco, Theresa D Strickland Mrs., is a registered financial advisor currently at CYPRESS CAPITAL GROUP located in Palm Beach, Florida.

Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Theresa has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theresa Marie Dicicco | Theresa D Strickland Mrs.

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 Theresa D Strickland'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 #2: 6151 Lake Osprey Drive, Sarasota, FL 34240

RIA

CRD#: 121923

Palm Beach, 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: 11/15/2005

Uniform Investment Adviser Law 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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Theresa D. Strickland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa D Strickland's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2005

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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