Cyril Augustine Wyse

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/1989 → 08/2020
  Ameriprise Financial Services, Inc.
  White Plains, NY
• 08/2020 → Present
  Lpl Financial Llc
  Hawthorne, NY

Previous Registrations

• 2006-10-06 → 2020-09-03
  Ameriprise Financial Services, Llc
  Valhalla, NY
  Valhalla, NY
  Valhalla, NY
  New York, NY

Other Businesses

1. 08/14/2020 - DBA for LPL Business (entity for LPL business) - Wyse & Associates ¿ A Financial Advisory Group - At Reported Business Location(s) - Inv Related - Start date:08/20/2020 0 Hrs/Mth - 0 Hrs During Trading. 2. 3/25/2021 - CPC Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/24/2021 - 80 Hours Per Month/4 Hours During Securities Trading. 3. 07/17/2024 - Mark Williamson Insurance. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/05/2024 - 1 Hour Per Month/ 0 Hours During Trading 4. 09/04/2024 - CPC Financial Group DBA: CPC Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/24/2021 - 80 Hours Per Month/ 4 Hours During Trading 5) 06/11/2025 - Crump insurance services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/01/2025 - 1000 Hrs/Mth - 1000 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-09-08

Designations

• Certified Financial Planner