Gregory Thomas Frech
Investment adviser representative at Cypress Wealth Services, LLC
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- M.S. Howells & CoMar 2021 to now
- Cypress Wealth Services, LLCJan 2019 to now
- Cypress Wealth Service LLCJan 2019 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to Mar 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2019
- Morgan Stanley Smith BarneyJun 2009 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cypress Wealth Services, LLC
$1.3BAssets managed
836Clients
14Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2945802
- Firm CRD
- 288992