Adviser and broker representative · Cypress Wealth Services, LLC
Clark S. Penney
CRD 5539813 · Palm Desert, CA
At a glance
Clark S. Penney 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 Clark’s SEC record dates to 2008, about 18 years ago. Clark is also registered as a broker representative.
Current advisory firm
- Cypress Wealth Services, LLCSince July 2017Palm Desert, CA · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Clark’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
- 4 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
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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 and FINRA BrokerCheck.