Bradley Jay Arave

CFP

Cypress Wealth Services, LLC

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cypress Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

722 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$965.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

74150 Country Club Drive, Palm Desert, CA, 92260

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History

Regulatory History (1)

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Customer Dispute

April 2016

Denied

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Other Business ActivitiesSells Insurance

Bradley is a Senior Vice President and Financial Advisor at Cypress Wealth Services, LLC, focusing on financial planning and investment management, which takes nearly full-time. He is also an Independent Insurance Professional, providing insurance solutions and dedicating a few hours per week.