Mark Tomas Dodson
Investment adviser representative at Cypress Capital, LLC
25 yearsExperience
1 stateRegistered in
CFADesignation
$426MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
25 years in the industry.
- Cypress Capital Advisors, LLCJul 2017 to now
- Cypress Capital, LLCMay 2014 to now
- Hays Capital Management, LLCMar 2015 to Dec 2017
- Hays Advisory, LLCJan 2001 to Jan 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cypress Capital, LLC
$426MAssets managed
663Clients
9Advisers
12 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
- 3173377
- Firm CRD
- 171266