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WG

William A. Gordon

CYPRESS WEALTH SERVICES
Burlingame, CA
Some features on this profile are disabled
CRD#: 7184825
WG

Professional summary

William Alan Gordon is a registered financial advisor currently at CYPRESS WEALTH SERVICES, LLC located in Burlingame, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 William Alan Gordon'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

April 21, 2025 - Present

CYPRESS WEALTH SERVICES, LLC

RIA
CRD#: 288992
Burlingame, CA
Past

October 2, 2019 - April 21, 2025

PERIGON WEALTH MANAGEMENT, LLC

RIA
CRD#: 131037
SAN FRANCISCO, 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
(4/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/20/2019
Uniform Investment Adviser Law 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)
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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
21

SEC notice filing (19 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 (2/6/2026)

Regulatory assets under management

Total Number of Accounts2,215
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.

Company Information

CYPRESS WEALTH SERVICES, LLC

CRD#: 288992Burlingame, CA

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