Bradley Jay Arave
Investment adviser representative at Cypress Wealth Services, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Cypress Wealth Services, LLCJan 2019 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- J.P. Morgan Securities LLCOct 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5482571
- Firm CRD
- 288992