Erin M. Mccarty

CYPRESS CAPITAL

TALLAHASSEE, FL 32308

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CRD#: 6720733

Professional summary

Erin M Mccarty, who also goes by Erin Marie Lofy, Erin Lofy, is a registered financial advisor currently at CYPRESS CAPITAL located in Tallahassee, Florida and LPL FINANCIAL LLC located in Tallahassee, Florida.

Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Erin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Marie Lofy | Erin Lofy

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) 4/2021- Notary Public- Inv. Related- Tallahassee FL - start date 8/2019- 1 hr/mth 2) 4/2021- Cypress Capital- DBA for LPL Business (entity for LPL business)- Inv. Related- 100% 3) 05/27/2025 - CYCAP Partners, LLC DBA Cypress Capital - Investment Related - Registered Investment Advisor Hybrid -At Reported Business Location(s) - Start Date:05/23/2025 - 800 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Cypress Capital, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 800 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin M Mccarty'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

May 23, 2025 - Present

CYPRESS CAPITAL

Office #1: 1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308

RIA

CRD#: 335347

TALLAHASSEE, FL

Current

April 16, 2021 - Present

LPL FINANCIAL LLC

Office #1: 1415 Piedmont Dr E Ste 1, Tallahassee, FL 32308

RIA

CRD#: 6413

TALLAHASSEE, FL

Past

April 26, 2021 - May 23, 2025

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Tallahassee, FL

Past

September 12, 2019 - April 15, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

TALLAHASSEE, FL

Past

August 23, 2019 - April 15, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

TALLAHASSEE, FL

Past

February 12, 2018 - August 29, 2019

MORGAN STANLEY

RIA

CRD#: 149777

TALLAHASSEE, FL

Past

December 15, 2017 - August 29, 2019

MORGAN STANLEY

CRD#: 149777

TALLAHASSEE, FL

Past

September 26, 2017 - December 13, 2017

LPL FINANCIAL LLC

CRD#: 6413

TALLAHASSEE, FL

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 CAPITAL

CYCAP PARTNERS, LLC | CYPRESS CAPITAL

CRD#: 335347 / SEC#: 801-132708

RIA

Registered Investment Advisory firm - (5/5/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/30/2025)

Florida
(4/16/2021)

IAR

Florida
(6/4/2025)

Georgia
(4/16/2021)

Tennessee
(10/30/2025)

IAR

Texas
(5/23/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CYPRESS CAPITAL

CYCAP PARTNERS, LLC | CYPRESS CAPITAL

CRD#: 335347 / SEC#: 801-132708

RIA

Registered Investment Advisory firm - (5/5/2025 Approved)

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Contact information

Main Address

1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308

Mailing Address

Phone number

(850) 583-5377

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL FORM ADV PART 2A BROCHURE (9/24/2025)

CYPRESS CAPITAL FORM ADV PART 2A WRAP PROGRAM BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	391
AUM (Assets Under Management)	$ 117,786,705

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

Erin M. Mccarty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin M Mccarty's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

LPL FINANCIAL LLC

Primary Firm SEC Registration

CYPRESS CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2017

FINRA

Current Firm

CYPRESS CAPITAL

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL

TRUST BUT VERIFY

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