Erin M Mccarty
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Erin Marie Lofy, Erin Lofy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CYCAP PARTNERS, LLC | CYPRESS CAPITAL
Contact Information
Main Address
1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308Phone Number
(850) 583-5377# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
484AUM (Assets Under Management)
$143,204,838Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CYCAP PARTNERS, LLC | CYPRESS CAPITAL
State Registrations and Notice Filings
(10/30/2025)
(4/16/2021)
(6/4/2025)
(4/16/2021)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Erin M Mccarty's CRS (Customer Relationship Summary).
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