A complete list of active advisors currently associated with Cypress Wealth Advisors, LLC

Warmer can help you find a great advisor at Cypress Wealth Advisors, LLC or one who fits your needs even better.

Cypress Wealth Advisors is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals (primarily high‑net‑worth clients) and business entities. The firm manages roughly $80.6 million across about 82 client relationships and provides ongoing portfolio oversight and written financial plans. The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and implements both long‑term and short‑term trading, including options writing and short sales, under discretionary authority. Cypress manages client assets internally rather than delegating to third‑party managers and generally requires clients to use a designated custodian for trade execution and reporting. Distinctively, the firm does not accept lower‑net‑worth individual clients and concentrates its practice on high‑net‑worth individuals and corporate entities. Monthly account reviews are performed by the firm’s principal, and the combination of boutique scale with active option and short‑selling strategies contrasts with many peers in this category.

To learn more about the advisors currently working at Cypress Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven Parker	Shavano Park, TX	13

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