Joseph Patrick Pessetto

Employer firm

Cypress Capital, LLC CRD 171266

$426M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Washington, DC
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Washington, DC
• 09/2018 → 12/2024
  Cypress Capital Advisors, Llc
  Franklin, TN
• 01/2025 → Present
  Cypress Capital, Llc
  Franklin, TN

Previous Registrations

• 2018-09-18 → 2025-01-03
  Music Row Wealth Management
  Raleigh, NC
  Nashville, TN
• 2008-01-01 → 2018-09-19
  Wells Fargo Clearing Services, Llc
  Washington, DC
• 1999-09-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Washington, DC
  Washington, DC
  St. Louis, MO

Other Businesses

FRIENDSHIP 35 INC. DBA FIREHOUSE SUBS; NOT INV. RELATED; RICHMOND, VA; FAST CASUAL DINING - SUB SHOP; 4% OWNERSHIP; START DATE 9/12/2007. PESSTACHIO PRODUCTIONS; NOT INV. RELATED; RALEIGH, NC; OWNER/MANAGER; 1 HOUR MONTHLY; START DATE 9/2023. HELPY HOUR EVENTS; NOT INV. RELATED; RALEIGH, NC; OWNER/MANAGER; 5 HOURS MONTHLY; START DATE 9/23. VIRTUAL ASSISTANT LEARNING LAB; NOT INV. RELATED; RALEIGH, NC; OWNER/MANAGER; 1 HOUR MONHTLY; START DATE 01/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1998-08-24

Other Names

• Joe Pessetto
• Joseph P Pessetto