Leigh
Luther
Cypress Capital, LLC
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About this Advisor
Leigh Luther is a financial advisor based in Franklin, Tennessee with 3 years of relevant experience. Luther works at Cypress Capital, LLC. Throughout their career, Luther has worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, Cypress Capital, LLC and Morgan Stanley Private Bank, N.A. Luther has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Tennessee. Cypress Capital, LLC is a registered investment company based out of Franklin, TN. It manages $399 million in assets among its 1,566 client accounts, placing it among the larger firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,566 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Cypress Capital, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cypress Capital, LLC Brokerage Details
$398,868,300
11
1,566
$254,705
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Leigh Luther Work History
Leigh has been registered as a financial advisor for 3 years.*
Cypress Capital, LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leigh Luther 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, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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