Matthew Ebzery has been Managing Member of Cypress Capital Management since January 2010, is a control person of the firm and directly owns 75% or more of it. Matthew Ebzery holds a Bachelor of Science in Finance from the University of Wyoming.
Cypress Capital Management, LLC is a Sheridan, WY firm with $122M under management, 196 clients and 2 advisers in one office, as of its March 2026 filing.
Matthew M. Ebzery is Founder, Chief Investment Officer of Cypress Capital Management, based in Sheridan, Wyoming. He began his career as a Financial Advisor with Merrill Lynch in Phoenix, Arizona, specializing in wealth management strategies for individuals, business owners and nonprofit organizations. He later moved back to Sheridan and merged his practice with his father Bill in 2008.
Matthew Ebzery’s longest registration is the current one, 11 years at Cypress Capital Management since 2015. Before joining Cypress Capital Management in 2015, Matthew Ebzery was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 11 yearsSheridan, WY · Adviser representative · Firm CRD 130401
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Matthew Ebzery is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2015; the most recent is Wyoming, in February 2020.
- MontanaSince 20 May 2015
- TexasResidentSince 19 May 2015
- WyomingSince 25 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 November 2006 |
| Series 7 | General Securities Representative Examination | 14 October 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew McGregor Ebzery
- CRD
- 5196355
- Firm
- Cypress Capital Management · CRD 130401
- Role
- Managing Member
- Office
- 312 WHITNEY LANE SUITE 1A, Sheridan, WY 82801
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cypresscapitalmanagement.com
Where does Matthew Ebzery work?
Matthew Ebzery has been Managing Member of Cypress Capital Management, LLC since January 2010, and is a control person of the firm.
Is Matthew Ebzery a financial advisor?
Yes. Matthew Ebzery has a current investment-adviser registration in Montana, Texas and Wyoming, through Cypress Capital Management since May 2015.
How many years of experience does Matthew Ebzery have?
Matthew Ebzery has 13 years in the financial industry, since August 2013, across 2 adviser firms.
What exams has Matthew Ebzery passed?
Matthew Ebzery has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2006.
Where did Matthew Ebzery work before Cypress Capital Management?
Before Cypress Capital Management, Matthew Ebzery was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2006 to August 2008.
Where is Matthew Ebzery based?
Matthew Ebzery’s registered office is in Sheridan, WY.
Is Matthew Ebzery registered with FINRA?
No. Matthew Ebzery has no current broker registration.
How can I verify Matthew Ebzery’s record?
Search CRD 5196355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Ebzery’s full registration record.
