Claudia Cypher Kane

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2011 → Present
  Raymond James Financial Services, Inc
  Rocklin, CA
• 03/2010 → Present
  Raymond James Financial Services Advisors Inc.
  Rocklin, CA
• 04/2014 → 12/2025
  Beacon Wealth Strategies
  Roseville, CA
• 03/2013 → 06/2019
  Cabi
  El Dorado Hills, CA
• 04/2019 → Present
  U.S. Rowing
  El Dorado Hills, CA

Previous Registrations

• 2008-06-27 → 2011-09-09
  Wells Fargo Clearing Services, Llc
  Cameron Park, CA
  Cameron Park, CA
  Jackson, CA
  Placerville, CA
  El Dorado Hills, CA
  Roseville, CA
  Cameron Park, CA
  Folsom, CA
  Roseville, CA
  Placerville, CA
• 2001-05-15 → 2008-07-07
  Wells Fargo Investments, Llc
  Placerville, CA
  Placerville, CA
  Cameron Park, CA

Other Businesses

(1)Name of Business: Legato Financial Address: 5701 Lonetree Blvd Ste 214, Rocklin, CA, 95765-3795, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/08/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: independent financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-18
• S63 Uniform Securities Agent State Law Examination
  1985-08-15

Designations

• Certified Financial Planner

Other Names

• Claudia Susanne Cypher
• Claudia Cypher Fedor
• Claudia Cypher Ashoff
• Claudia Cypher Cronley
• Claudia Cronley
• Claudia Susanne Cronley
• Claudia Susanne Ashoff
• Claudia Susanne Babb
• Claudia Susanne Cypher