Massimo Santicchia (CRD# 4712683) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 20 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cypress Capital Group, Inc. | Wellington, FL | Jun 2020 - Current | 3 |
| Alpha Quant Models LLC | Wellington, FL | Jun 2020 - Current | 3 |
| Alpha Quant Advisors, LLC | Irving, TX | Oct 2016 - Jun 2020 | 3 |
| Cypress Capital Group, Inc. | Palm Beach, FL | Sep 2011 - Oct 2016 | 5 |
| Crest Investment Partners LLC | Palm Beach, FL | Aug 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- FL
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$858,100
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, NY
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