Cypress Associates

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
130252
Registered since
August 24, 2004

Firm profile

FINTRX

Overview

Cypress Associates is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as an investment bank and lists its owner type as an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state or newly formed adviser. It also is not listed as a pension consultant or related adviser. The dataset does not include descriptions of the firm's advisory activities, fee model, target client segments, or investment mandates, so its operating model beyond the investment-bank classification is not documented here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Robert Mckee

    Robert Mckee

    Managing DirectorCRD 1214976

  • David Zenker

    David Zenker

    Managing DirectorCRD 1256552

  • John Atkins

    Managing PartnerCRD 1473955

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
52 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth