Carey S. Mccrady

CYPRESS WEALTH SERVICES

Mesa, AZ

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CRD#: 5192241

Professional summary

Carey Sylvan Mccrady, CFP®, who also goes by Carey S Mccrady, is a registered financial advisor currently at CYPRESS WEALTH SERVICES, LLC located in Mesa, Arizona.

Carey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Carey has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carey S Mccrady

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 Carey Sylvan Mccrady'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 11, 2023 - Present

CYPRESS WEALTH SERVICES, LLC

RIA

CRD#: 288992

Mesa, AZ

Past

February 7, 2020 - April 19, 2023

WATTS GWILLIAM & COMPANY, LLC

RIA

CRD#: 131458

GILBERT, AZ

Past

January 1, 2017 - December 31, 2019

CSM FINANCIAL PLANNING

RIA

CRD#: 284937

GILBERT, AZ

Past

August 15, 2006 - July 28, 2016

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC | THE CYPRESS GROUP

CRD#: 288992 / SEC#: 801-110836

RIA

Registered Investment Advisory firm - (7/17/2017 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

Arizona
(5/24/2023)

IAR

California
(5/11/2023)

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

Series 63

Date: 8/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC | THE CYPRESS GROUP

CRD#: 288992 / SEC#: 801-110836

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

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Contact information

Main Address

74150 Country Club Drive, Palm Desert, CA 92260

Mailing Address

Phone number

(760) 834-7250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS DISCLOSURE BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	2,215
AUM (Assets Under Management)	$ 1,339,348,214

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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Firm Stability Insights

Carey S. Mccrady

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carey Sylvan Mccrady's CRS (Customer Relationship Summary).

Certified licenses

Experience

WATTS GWILLIAM & COMPANY, LLC

CSM FINANCIAL PLANNING

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CYPRESS WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2006

SIE

Date: 7/28/2016

Series 7

Date: 7/3/2012

Series 6

Date: 8/14/2006

Current Firm

CYPRESS WEALTH SERVICES, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS WEALTH SERVICES, LLC

TRUST BUT VERIFY

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