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Joseph Patrick Pessetto

Cypress Capital, LLC

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About Joseph Patrick Pessetto

Joseph Pessetto is an active Investment Advisor Representative with Cypress Capital, LLC. Joseph has been in the industry since 1998, and has been registered with the state of North Carolina since 2018. Joseph specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and other advisory services. Prior to joining Cypress Capital, LLC, Joseph was employed by WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Joseph Pessetto is currently registered with Cypress Capital, LLC. Cypress Capital, LLC is an investment advisor based in Franklin, TN. The firm manages approximately $400.99 million in assets for 1,554 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Cypress Capital provides investment advisory services, including financial planning, pension consulting, and portfolio management. The firm also offers other advisory services such as serving as sub-adviser, providing model portfolios, consulting, and publishing periodicals. The firm's website addresses include LinkedIn, Twitter, Facebook, JP2 Management, and Cypress Capital.
Cypress Capital, LLC

436 MAIN STREET

FRANKLIN, TN 37064

$400.99M

Assets Under Management

9

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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serve as sub-adviser, provide model portfolios, consulting

Serve as sub-adviser, provide model portfolios, consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Pessetto’s Registration & Firm History

NC

01/07/2025 - Present

Cypress Capital, LLC (Raleigh NC)

DC

01/01/2008 - 09/19/2018

WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)

DC

08/24/1998 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WASHINGTON DC)

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Licenses & Designations

IA

Issued 07/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Patrick Pessetto.
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