Carey Sylvan Mccrady
Investment adviser representative at Cypress Wealth Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 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
10 years in the industry.
- Cypress Wealth Services, LLCMay 2023 to now
- Watts Gwilliam and AssociatesDec 2019 to Apr 2023
- Csm Financial Planning, LLCJul 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5192241
- Firm CRD
- 288992