Massimo
Santicchia
Cypress Capital Group
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About this Advisor
Massimo Santicchia is a financial advisor based in Palm Beach, Florida, working with Cypress Capital Group. Massimo has previously held positions at Crest Investment Partners LLC, Cypress Capital Group, Inc, Alpha Quant Advisors, LLC, and Alpha Quant Models LLC. Massimo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Massimo is part of Cypress Capital Group, which operates out of Palm Beach, Florida. The firm has 4 offices and 9 employees. The firm manages assets totaling $130.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Cypress Capital Group includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cypress Capital Group Brokerage Details
$130,431,141
9
152
$858,100
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Massimo Santicchia Work History
Cypress Capital Group, Inc
Alpha Quant Models LLC
Alpha Quant Advisors, LLC
Crest Investment Partners LLC
Cypress Capital Group, Inc
Disclosures
Please visit the SEC profile of Massimo Santicchia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cypress Capital Group
Palm Beach, FL
New York, NY
Palm Beach, FL
Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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