Nathaniel T. Blanco

CYPRESS CAPITAL

TALLAHASSEE, FL 32308

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CRD#: 7713577

Professional summary

Nathaniel Thomas Blanco, who also goes by Nate Blanco, Nathan Blanco, is a registered financial advisor currently at CYPRESS CAPITAL located in Tallahassee, Florida and LPL FINANCIAL LLC located in Tallahassee, Florida.

Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Nathaniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Blanco | Nathan Blanco

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) 12/2023 - Cypress Capital - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2.) 09/2024 - Cypress Capital - DBA for RIA Business - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Thomas Blanco'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

June 2, 2025 - Present

CYPRESS CAPITAL

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

RIA

CRD#: 335347

TALLAHASSEE, FL

Current

January 26, 2024 - Present

LPL FINANCIAL LLC

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

RIA

CRD#: 6413

TALLAHASSEE, FL

Past

September 17, 2024 - May 23, 2025

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

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

Florida
(2/6/2024)

IAR

Florida
(6/2/2025)

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: 8/30/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/26/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/14/2023

Securities Industry Essentials 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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Nathaniel T. Blanco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Thomas Blanco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL

LPL FINANCIAL LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

Primary Firm SEC Registration

CYPRESS CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2024

Series 7TO

Date: 1/26/2024

SIE

Date: 7/14/2023

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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