Chief Financial Officer · Cypress Capital Management US Limited
Jeffery P. Bay
CRD 8195785 · Named on Form ADV at one SEC-registered adviser
At a glance
Cypress Capital Management US Limited, an SEC-registered wealth manager based in Vancouver, British Columbia, Canada with $106 million in regulatory assets, lists Jeffery P. Bay on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Cypress Capital Management US LimitedChief Financial OfficerWealth manager · Vancouver, British Columbia, Canada · $106M in regulatory assets
AtlasMembers
Jeffery’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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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Thomas A. DeanManaging Director & President, Cypress Capital Management US Limited
- Blake C. GoldringDirector & Chairman, Cypress Capital Management US Limited
- Judith G. GoldringDirector, Cypress Capital Management US Limited
- Mark W. AdamsSecretary, Cypress Capital Management US Limited
- Brian K. AlexanderManaging Director, Cypress Capital Management US Limited
2 more people named with Jeffery on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.