Marc Edelman Koven
Investment Adviser Representative at Cypress Wealth Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marc Edelman Koven is an investment adviser representative with Cypress Wealth Services, LLC in Desert Palm, CA, where they have been registered since 2017. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Integrated Wealth Management, Inc. and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
2 states and territories
Alaska, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purshe Kaplan Sterling Investments, Inc.Apr 2014 – Apr 2021Albany, NY
- Integrated Wealth Management, Inc.Apr 2014 – Jul 2017Palm Desert, CA
- Cypress Wealth Services, LLCJun 2017 – no end date reportedPalm Desert, CA
- M.s. Howells & CoMar 2021 – no end date reportedScottsdale, AZ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cypress Wealth Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Palm Desert, CA
- SEC file number:
- 801-110836
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 6, 2026
View full firm profileOther advisors at Cypress Wealth Services, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marc Edelman Koven has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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