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Raymond Edward Mayer

Cypress Path Capital, LLC

Carmel, CA

CRD 2346406

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Employer firm

Cypress Path Capital, LLC CRD 133975

$81.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cypress Path Capital, Llc

200 Clocktower Place Suite E-208, Carmel, CA 93923 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-08
CA RA APPROVED 2019-06-11
  • TX RA
    APPROVED_RES
    Since 2025-10-08
  • CA RA
    APPROVED
    Since 2019-06-11

Branch Locations

200 Clocktower Place Suite E-208, Carmel, CA 93923 • 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 Path Capital, Llc Carmel CA 11/2015 03/2019
Cypress Path Capital, Llc Carmel CA 03/2019 Present
Previous Registrations
  • 2016-01-07 → 2019-03-15
    Cypress Path Capital, Llc
    Carmel, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-13
  • S63 Uniform Securities Agent State Law Examination
    1993-07-13
Designations
  • Chartered Financial Analyst
Other Names
  • Ray Mayer
  • Raymond Edward Mayer

View on SEC IAPD

Nearby Firms

EDWARD JONES
INTERLAKE CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

Linda Carol Myrick
Christian V Ekberg
Javier Kevin Bolante

Nearby Offices

EDWARD JONES · CARMEL, CA
INTERLAKE CAPITAL MANAGEMENT, LLC · CARMEL, CA
CHARLES SCHWAB & CO., INC. · Carmel, CA

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