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Chief Compliance Officer · Cypress Asset Management Inc

Jeff Melloy

CRD 7530076 · Named on Form ADV at one SEC-registered adviser

At a glance

Cypress Asset Management Inc, an SEC-registered wealth manager based in Houston, TX with $456 million in regulatory assets, lists Jeff Melloy on its Form ADV as Chief Compliance Officer.

Firms and roles

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Jeff’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeff’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.