← Tributary

MUSIC ROW WEALTH MANAGEMENT

NASHVILLE, TN · CRD 288944 · IAPD ↗ · musicrowwealthmanagement.com · (615) 647-5882

$431.7MRegulatory AUM
4Advisory reps
5Employees
10Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
February 2025 — MUSIC ROW WEALTH MANAGEMENT moved its main office from FRANKLIN, TN to NASHVILLE, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
February 2025 — CYPRESS CAPITAL ADVISORS, LLC is now doing business as MUSIC ROW WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
February 2025 — MUSIC ROW WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
September 2024 — CYPRESS CAPITAL ADVISORS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — CYPRESS CAPITAL ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — CYPRESS CAPITAL ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — CYPRESS CAPITAL ADVISORS, LLC now reports custody of client assets ($7.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — CYPRESS CAPITAL ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.