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 is classified in the source data as an investment bank. The firm has been SEC-registered since 2004 and is owned by an individual. The record indicates Cypress Associates does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available profile. The dataset does not include details about the firm's advisory services, fee structure, client segments, or specific business activities, so the public profile focuses on its regulatory classification and basic organizational attributes.

Assets & Accounts

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
  • David Montero-rosen

    David Montero-rosen

    Managing DirectorCRD 1146696

  • Charles Samkoff

    Managing DirectorCRD 2449689

  • Steven Kirkpatrick

    Steven Kirkpatrick

    Managing DirectorCRD 2210862

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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