Advisors at this firm
Richard C
Series 63, Series 65
Baton Rouge, LA
Blue Cypress Wealth Management, LLC
Richard Chautin is a financial advisor with Blue Cypress Wealth Management, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Foresters Advisory Services. Outside of advising, he is involved in the hospitality industry as a social media and e-commerce manager for Myran’s, Inc., a restaurant business. Blue Cypress Wealth Management is a privately owned registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a blend of fundamental, modern portfolio theory, technical, and cyclical investment analysis, generally managing accounts under discretionary authority using firm-developed model portfolios.
Dexter G
Series 65
Baton Rouge, LA
Blue Cypress Wealth Management, LLC
Dexter Gary is a financial advisor at Blue Cypress Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cetera and Foresters Financial Services. Outside of advising, he is also an independent insurance agent. Blue Cypress Wealth Management is a privately owned registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses a combination of fundamental, modern portfolio theory, and technical analysis in its investment approach and offers financial planning on a standalone or bundled basis.
