Erin McCarty has held the title Member at Cycap Partners since March 2025, is a control person of the firm and directly owns between 50% and 75% of it. Erin McCarty holds a Bachelor of Science in Finance from Florida State University and a Certificate of Financial Planning from Florida State University.
Cycap Partners, LLC is a Tallahassee, FL firm with $143M under management, 281 clients and 2 advisers in one office, as of its March 2026 filing.
Erin McCarty is a Partner with Cypress Capital. She began her career in 2015 while pursuing a degree in Finance at Florida State University. Before joining Cypress Capital, she was an Associate at firms including Stifel Financial, Morgan Stanley, and LPL Financial.
Erin McCarty’s longest registration was 4 years at Independent Advisor Alliance, LLC (2021–2025). Before joining Cycap Partners in 2025, Erin McCarty was registered through Independent Advisor Alliance, LLC and Stifel, Nicolaus & Company, Incorporated.
- Independent Advisor Alliance, LLC– · 4 yearsTallahassee, FL · Adviser representative · Firm CRD 168267
- Stifel, Nicolaus & Company, Incorporated– · 1 yearTallahassee, FL · Adviser representative · Firm CRD 793
- Morgan Stanley– · 1 yearTallahassee, FL · Adviser representative · Firm CRD 149777
Professional designations
Listed by Cycap Partners
- Certified Plan Fiduciary Advisor (CPFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Erin McCarty is registered as an investment adviser representative in 2 states. The first approvals date from May 2025; the most recent is Florida, in June 2025.
- FloridaSince 4 June 2025
- TexasSince 23 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 February 2018 |
| Series 7 | General Securities Representative Examination | 26 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erin M McCarty
- CRD
- 6720733
- Firm
- Cycap Partners · CRD 335347
- Role
- Member
- Office
- 1415 PIEDMONT DR. E, SUITE 1, Tallahassee, FL 32308
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cypress.capital
Where does Erin McCarty work?
Erin McCarty has held the title Member at Cycap Partners, LLC since March 2025, and is a control person of the firm.
Is Erin McCarty a financial advisor?
Yes. Erin McCarty has a current investment-adviser registration in Florida and Texas, through Cycap Partners since May 2025.
How many years of experience does Erin McCarty have?
Erin McCarty has 9 years in the financial industry, since September 2017, across 4 adviser firms.
What exams has Erin McCarty passed?
Erin McCarty has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Erin McCarty with the SIE, which began in October 2018.
Where did Erin McCarty work before Cycap Partners?
Before Cycap Partners, Erin McCarty was registered through Independent Advisor Alliance, LLC, April 2021 to May 2025; Stifel, Nicolaus & Company, Incorporated, September 2019 to April 2021; Morgan Stanley, February 2018 to August 2019.
Where is Erin McCarty based?
Erin McCarty’s registered office is in Tallahassee, FL.
Is Erin McCarty registered with FINRA?
Yes. Erin McCarty has a current broker registration, under CRD 6720733.
Source: FINRA BrokerCheck
Is Erin McCarty a CFP?
Cycap Partners lists Erin McCarty with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Erin McCarty’s record?
Search CRD 6720733 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Erin McCarty’s full registration record.
