ME
Matthew M. Ebzery
CYPRESS CAPITAL MANAGEMENT
Sheridan, WY 82801
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CRD#: 5196355
ME
Professional summary
Matthew Mcgregor Ebzery, who also goes by Matthew Ebzery, is a registered financial advisor currently at CYPRESS CAPITAL MANAGEMENT, LLC located in Sheridan, Wyoming.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Ebzery
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) 2010- VARIOUS BOARD MEMBER POSITIONS: WY STATE GOLF ASSOCIATION. BOARD MEMBER. NO COMPENSATION RECEIVED. NO CHECK WRITING AUTHORITY. NOT INVESTMENT RELATED. TIME SPENT= LESS THAN 5 HOURS/ MONTH. 2) TRUSTEE- FAMILY FOUNDATION- ILSLEY FOUNDATION. TIME SPENT= LESS THAN 5 HOURS/MONTH. 3) EBZERY FAMILY LTD. 40% OWNER. NON INVESTMENT RELATED ENTITY USED FOR FAMILY INVESTMENT OPPORTUNITIES. TIME SPENT= LESS THAN 5 HOURS/MONTH. 4) POWDER RIVER PIZZA. 12% OWNER. NON INVESTMENT RELATED ENTITY. LOCAL RESTAURANT. TIME SPENT= LESS THAN 5 HOURS/MONTH. 5) OILDIGGER RESOURCES, INC. 5% OWNER. NON INVESTMENT RELATED ENTITY. OIL COMPANY. TIME SPENT= LESS THAN 5 HOURS/MONTH. 6) ILSLEY FAMILY LTD. PARTNERSHIP. 0.5% OWNER. NON INVESTMENT RELATED ENTITY FOR PERSONAL INVESTMENTS. TIME SPENT= LESS THAN 5 HOURS/MONTH. 7) COMMERCE BUILDING, LLC. 25% MANAGING MEMBER. NON INVESTMENT RELATED. THIS ENTITY OWNS THE BUILDING THAT CYPRESS CAPITAL MANAGEMENT IS HEADQUARTERED. TIME SPENT= LESS THAN 5 HOURS/MONTH. 8) NINETEENTH AND O'NEIL, LLC. 12.5% OWNER. NON INVESTMENT RELATED. ENTITY USED FOR PERSONAL, COMMERCIALREAL ESTATE INVESTMENTS. TIME SPENT= LESS THAN 5 HOURS/MONTH. 9) FRESHLY MINTED, LLC. 10% OWNER. NON INVESTMENT RELATED. ENTITY USED FOR PERSONAL, COMMERCIAL REAL ESTATE INVESTMENTS. TIME SPENT= LESS THAN 5 HOURS/MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Mcgregor Ebzery'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®
NoneExperience
Current
May 19, 2015 - Present
CYPRESS CAPITAL MANAGEMENT, LLC
Office #1: 312 Whitney Lane Suite 1a, Sheridan, WY 82801RIA
CRD#: 130401
Sheridan, WY
Past
November 17, 2006 - August 21, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHOENIX, AZ
Past
October 16, 2006 - August 21, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PHOENIX, 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".
CC
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC | WILLIAM BERNARD EBZERY
CRD#: 130401 / SEC#: 801-62811
RIA
Registered Investment Advisory firm - (2/20/2004 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
Idaho(5/20/2015)
IAR
Montana(5/20/2015)
IAR
Texas(5/19/2015)
IAR
Wyoming(2/25/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CC
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC | WILLIAM BERNARD EBZERY
CRD#: 130401 / SEC#: 801-62811
RIA
Registered Investment Advisory firm - (2/20/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
312 Whitney Lane Suite 1a, Sheridan, WY 82801
Mailing Address
Po Box J, Sheridan, WY 82801
Phone number
(307) 674-1770
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 366 |
| AUM (Assets Under Management) | $ 102,390,864 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
