Cypress Associates

Broker-DealerFINRA Member
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 owned by an individual. Public classification lists the firm as an investment bank rather than a traditional wealth manager or multi-family office. Available data indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. Other operational and advisory details have not been provided in the public snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Robert Mckee

    Robert Mckee

    Managing DirectorCRD 1214976

  • David Zenker

    David Zenker

    Managing DirectorCRD 1256552

  • John Atkins

    Managing PartnerCRD 1473955

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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