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Ryan Jeremiah Mahoney

Cypress Asset Management, Inc.

Peoria Heights, IL

CRD 7158596

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Employer firm

Cypress Asset Management, Inc. CRD 145415

$153M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cypress Asset Management, Inc.

Peoria Heights, IL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-05
IL RA APPROVED 2023-02-21
  • FL RA
    APPROVED
    Since 2025-03-05
  • IL RA
    APPROVED
    Since 2023-02-21

Branch Locations

Peoria Heights, IL • 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 Asset Management Peoria Heights IL 09/2019 02/2026
Southern Methodist University Dallas TX 05/2017 08/2019
Unemployed Dallas TX 10/2016 05/2017
Active Network Dallas TX 10/2015 09/2016
Cypress Asset Management Peoria Heights IL 02/2026 Present
  • 09/2019 → 02/2026
    Cypress Asset Management
    Peoria Heights, IL
  • 05/2017 → 08/2019
    Southern Methodist University
    Dallas, TX
  • 10/2016 → 05/2017
    Unemployed
    Dallas, TX
  • 10/2015 → 09/2016
    Active Network
    Dallas, TX
  • 02/2026 → Present
    Cypress Asset Management
    Peoria Heights, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-02-21
Other Names
  • Ryan J. Mahoney

View on SEC IAPD

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