Advisor at WealthSpire Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Salisbury, MD 21801
Credentials
Series 65
Industry experience
2 years
Jude Cypher is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation and ongoing portfolio management.
Based on WealthSpire Advisors
Based on WealthSpire Advisors
Some fixed dollar fees for financial planning and consulting services and trustee administration services, generally no less than $5,000 per annum.
$0+: Tiered, negotiated, with example standard tiers below $0 - $999,999: Typically higher fees than tiers above, fee not specified $1,000,000 - $4,999,999: Approximately 1.20% or less, based on client agreement $5,000,000+: Effective annual fee of approximately 0.75% for institutional accounts $250,000+: Recommended minimum account size for Retirement Plan Management service, with effective annual fee of 0.50%, minimum may be waived $100,000+: Prosperity Program services fee is up to 1.25%, minimum account size $100,000, waivable
Minimum fee: Minimum fees may be charged based on size and scope of engagement; any minimum fee will be agreed with the client and can be waived or reduced at the Firm's discretion. Fee-only: Financial planning and consulting services typically charged on a fixed fee basis, depending on service requested and complexity; minimum fee generally $5,000 for consulting or fixed dollar fees.
1405 Wesley Dr Ste 32
Salisbury, MD 21801
Maryland
Wealthspire Advisors LLC
2025 - Present (1 year)
Stratos Wealth Advisors, LLC
2023 - 2025 (2 years)
Flagship Financial Advisors
2023 - 2025 (2 years)
Regions Bank
2022 - 2023 (1 year)
Salisbury University
2020 - 2022 (2 years)
Heritage Investors
2019 - 2019 (1 year)
Farmers Bank of Willards
2018 - 2018 (1 year)
Bank of Delmarva
2017 - 2017 (1 year)
University of Tennessee Knoxville
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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CFP®, Series 65
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Genevee Lekites is a CFP® with 16 years of industry experience and is currently with PKS Investment Advisors LLC, where she has worked since 2009. She holds a Series 65 license and is based in Salisbury, MD. Outside of her advisory role, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented client objectives supported by Monte Carlo analysis.
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Salisbury, MD
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Colton Hastings is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at PKS Investment Advisors LLC since 2018 and previously was employed at Wilgus Insurance from 2016 to 2018. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.
Series 65
Salisbury, MD
PKS Investment Advisors LLC
Kyle Banks is a financial advisor at PKS Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for nine years. PKS Investment Advisors LLC provides investment management, financial planning, and employee benefit services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.
Series 63, Series 65
Salisbury, MD
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Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.
PFS™, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Daniel O’Connell is a financial advisor at PKS Investment Advisors LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. He has worked at PKS Investment Advisors LLC since 2010 and has been with PKS & Company, P.A. since 1995. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory and frequently uses passively managed funds, including those from Dimensional Fund Advisors.
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