Geoffrey Grenert has been Chief Compliance Officer and Managing Member of Cypress Advisory Group since June 2014, is a control person of the firm and directly owns 75% or more of it.
Cypress Advisory Group, LLC is a Scottsdale, AZ firm with $153M under management, 24 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Geoff Grenert is Managing Director of Sierra Legacy Group. He is the firm's founder and has worked with affluent families and businesses since 1997 in the area of legacy planning. He has experience in the design and acquisition of large life insurance policies.
Geoffrey Grenert’s longest registration is the current one, 12 years at Cypress Advisory Group since 2014. Before joining Cypress Advisory Group in 2014, Geoffrey Grenert was registered through M Holdings Securities, Inc. and Eagle Strategies Corp.
- M Holdings Securities, Inc.– · 3 yearsReno, NV · Adviser representative · Firm CRD 43285
- Sierra Legacy GroupCurrent– present · 12 yearsScottsdale, AZ · Adviser representative · Firm CRD 172113
- M Holdings Securities, Inc.– · 8 yearsReno, NV · Adviser representative · Firm CRD 43285
- Eagle Strategies Corp– · 3 yearsReno, NV · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Geoffrey Grenert is registered as an investment adviser representative in 3 states. The first approvals date from September 2014; the most recent is Arizona, in August 2021.
- ArizonaSince 2 August 2021
- CaliforniaSince 5 June 2020
- NevadaSince 5 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Geoffrey Allen Grenert
- CRD
- 2862874
- Firm
- Cypress Advisory Group · CRD 172113
- Role
- Chief Compliance Officer and Managing Member
- Office
- 6424 E. GREENWAY PARKWAY, SUITE 100, Scottsdale, AZ 85254
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sierralegacygroup.com
Where does Geoffrey Grenert work?
Geoffrey Grenert has been Chief Compliance Officer and Managing Member of Cypress Advisory Group, LLC since June 2014, and is a control person of the firm.
Is Geoffrey Grenert a financial advisor?
Yes. Geoffrey Grenert has a current investment-adviser registration in Arizona, California and Nevada, through Cypress Advisory Group since September 2014.
How many years of experience does Geoffrey Grenert have?
Geoffrey Grenert has 28 years in the financial industry, since December 1997, across 3 adviser firms.
What exams has Geoffrey Grenert passed?
Geoffrey Grenert has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 1997. FINRA credited Geoffrey Grenert with the SIE, which began in October 2018.
Where did Geoffrey Grenert work before Cypress Advisory Group?
Before Cypress Advisory Group, Geoffrey Grenert was registered through M Holdings Securities, Inc., January 2006 to September 2014; Eagle Strategies Corp, June 2002 to January 2006.
Where is Geoffrey Grenert based?
Geoffrey Grenert’s registered office is in Scottsdale, AZ.
Is Geoffrey Grenert registered with FINRA?
Yes. Geoffrey Grenert has a current broker registration, under CRD 2862874.
Source: FINRA BrokerCheck
How can I verify Geoffrey Grenert’s record?
Search CRD 2862874 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Geoffrey Grenert’s full registration record.