Investment adviser representative · Cypress Wealth Services, LLC
Bradley J. Arave
CRD 5482571 · Palm Desert, CA
At a glance
Bradley J. Arave is an investment adviser representative with Cypress Wealth Services, LLC in Palm Desert, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bradley’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cypress Wealth Services, LLCSince February 2026Palm Desert, CA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Bradley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.