AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BA

Bradley J. Arave

CYPRESS WEALTH SERVICES
Palm Desert, CA 92260
Some features on this profile are disabled
CRD#: 5482571
BA

Professional summary

Bradley Jay Arave, CFP®, who also goes by Bradley J Arave, Bradley Arave, is a registered financial advisor currently at CYPRESS WEALTH SERVICES, LLC located in Palm Desert, California.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bradley J Arave | Bradley Arave

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) CYPRESS WEALTH SERVICES, LLC. INVESMENT RELATED BUSINESS. LOCATED AT 17581 IRVINE BLVD. SUITE 208, TUSTIN, CA 92780. NATURE OF BUSINESS IS FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. TITLE IS SENIOR VICE PRESIDENT AND FINANCIAL ADVISOR. STARTED 01/2019. 160 HRS/MO. 6HR/DAY DURING TRADING. DUTIES ARE FEE BASED FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR CLIENTS. 2) FIXED INSURANCE. BUSINESS IS INVESTMENT RELATED. LOCATED AT 17581 IRVINE BLVD. SUITE 208, TUSTIN, CA 92780. INSURANCE. TITLE IS INDEPENDENT INSURANCE PROFESSIONAL. STARTED IN 01/2019. 5 HRS/MO. 0 DURING TRADING. DUITES ARE TO PROVIDE INSURANCE SOLUTIONS WHEN APPROPRIATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Arave'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: 2012

Experience

Current

January 18, 2019 - Present

CYPRESS WEALTH SERVICES, LLC

Office #1: 74150 Country Club Drive, Palm Desert, CA 92260
RIA
CRD#: 288992
Palm Desert, CA
Past

January 18, 2019 - April 30, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Tustin, CA
Past

October 1, 2012 - January 29, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
TUSTIN, CA
Past

October 1, 2012 - January 29, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
TUSTIN, CA
Past

May 16, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
TUSTIN, CA
Past

May 16, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
TUSTIN, CA
Past

April 24, 2008 - May 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COSTA MESA, CA
Past

March 31, 2008 - May 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COSTA MESA, CA

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".
CW
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
California
(1/18/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2008
General Securities Representative Examination

Current Firm

CW
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
14

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYPRESS DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts1,882
AUM (Assets Under Management)$ 965,541,741

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.

Company Information

CYPRESS WEALTH SERVICES, LLC

CRD#: 288992Palm Desert, CA 92260

TRUST BUT VERIFY

Monitor Bradley Arave

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JM
James McdonoughAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Redford, MI
EL
Edward LongAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Newbury, NH
Nichole Demetria Raftopoulos
Nichole RaftopoulosAdvisorCheck Check Mark
NVEST FINANCIAL, LLC
IAR
RR
Portland, ME
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics