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Steven Ray Parker

Cypress Wealth Advisors, LLC

Shavano Park, TX

CRD 4825890

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Employer firm

Cypress Wealth Advisors, LLC CRD 166414

$80.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cypress Wealth Advisors, Llc

4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2013-02-04
TX RA APPROVED 2013-01-15
  • LA RA
    APPROVED
    Since 2013-02-04
  • TX RA
    APPROVED
    Since 2013-01-15

Branch Locations

4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX 78249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cypress Wealth Advisors, Llc San Antonio TX 12/2012 Present
Other Businesses

STEVEN RAY PARKER owns 100% of Parker Capital Holdings LLC, which owns 100% of the office condo located at 4358 Lockhill Selma Rd, Ste 310, Shavano Park TX 78249.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MARIDEA WEALTH MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

JASON ROBERT ODETTE
JAMES DUSTIN JEDRZIEWSKI
Kenneth Armistice Marriott

Nearby Offices

MARIDEA WEALTH MANAGEMENT · SHAVANO PARK, TX
EDWARD JONES · SHAVANO PARK, TX
EDWARD JONES · SHAVANO PARK, TX

More in Shavano Park, TX

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