Cypress Wealth Advisors LLC

Cypress Wealth Advisors is an eight-person advisory firm based in California. With an SEC-approved status and a registration dating back to 2004, this Limited Liability Company is committed to providing excellent financial advice and services to its undetermined number of clients. Four of its employees are in advisory roles, and the firm operates within the confines of the law.

• BARBARA HAYES YOUNG

  PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%

• JAMES EUGENE LONGINOTTI

  CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%

• SOPHIE ANGELA LEE

  PRINCIPAL, CHIEF OPERATING OFFICER owns less than 5%

• VINCENT ANTHONY COLABIANCHI

  PRINCIPAL, CHIEF FINANCIAL OFFICER owns more than 10% but less than 25%

• CHARLES SCHWAB & CO., INC.
  United States
• DEUTSCHE BANK SECURITIES INC.
  United States
• FIDELITY INVESTMENTS, INC.
  United States
• FIRST REPUBLIC BANK
  United States
• GOLDMAN SACHS GROUP, INC.
  United States

• Pacific Heights Asset Management LLC
• Osborne Partners Capital Management LLC
• P4G CAPITAL MANAGEMENT, LLC
• URSA Fund Management LLC
• Lucha Capital Management LP
• Housatonic Management Company Inc
• Ironwood Capital Management Corp
• HAHN Capital Management LLC
• BRIO Consultants LLC
• Avalon Global Asset Management LLC

• Exploring the Changes in Cypress Wealth Advisors LLC - Q4 2018 vs. Q1 2019