Ed Dirugeris

Director of Investments & Financial Advisor, Mobile: 267-221-8000

Role
Director of Investments & Financial Advisor at Cypress Wealth Partners
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Director of Investments & Financial Advisor

    Cypress Wealth Partners

    Jul 2025 — Present · Philadelphia, PA, US

    Mobile: Wealth Partners is powered and supported by the robust team and institutional resources of the Registered Investment Advisor, Private Advisor Group. Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices.As part of the Private Advisor Group, the financial advisors at Cypress Wealth Partners are committed to delivering financial planning and investment management services to a discerning group of individuals and families striving to do so with the utmost care and responsibility.Our focus is on providing a level of service that rivals that of a family office and offering guidance, education, and informed recommendations to help our clients work towards financial security and peace of mind.Please visit our website for more information Investment advice offered through Private Advisor Group, a registered investment advisor.

Education

  • Philadelphia University

    Bachelor of Science (B.S.), Finance

    2009 — 2013

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Ed Dirugeris — Director of Investments & Financial Advisor at Cypress Wealth Partners in Philadelphia, PA, US | Unifers