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RIA / WealthAdvisor28 years in industry

JOSEPH PATRICK PESSETTO

Advisor at CYPRESS CAPITAL, LLC

Raleigh, NC | FRANKLIN, TN

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Search this name across graphsid dfx:ria:c22432ef-112e-3e59-45ea-3185d70502f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 3, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CYPRESS CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 24, 1998
First registration: Sep 3, 1999
Dual registered: no
Other names: JOE PESSETTO|JOSEPH P PESSETTO
IAPD individual key: 3083013

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CYPRESS CAPITAL, LLC	Independent wealth	Jan 7, 2025	n/a	yes	Raleigh, NC\|FRANKLIN, TN	Current employment
MUSIC ROW WEALTH MANAGEMENT	Independent wealth	Sep 18, 2018	Jan 3, 2025	no	Raleigh, NC\|NASHVILLE, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Sep 19, 2018	no	WASHINGTON, DC	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Sep 3, 1999	Jan 1, 2008	no	WASHINGTON, DC\|WASHINGTON, DC\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MUSIC ROW WEALTH MANAGEMENT	CYPRESS CAPITAL, LLC	Jan 3, 2025	Jan 7, 2025	4	Firm change	RIA to RIA
WELLS FARGO ADVISORS	MUSIC ROW WEALTH MANAGEMENT	Sep 19, 2018	Sep 18, 2018	-1	Firm change	Wirehouse to RIA
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CYPRESS CAPITAL, LLCRegistered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ MUSIC ROW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 18, 2018 to Jan 3, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Sep 19, 2018factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Sep 3, 1999 to Jan 1, 2008factForm ADV

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
Joseph Patrick Pessetto left Music Row Wealth Management for Cypress Capital, Llc (registered 2025-01-07)
Form ADVobserved 4 days ago