CP
Cyrus Pearo
INVESTMENT MANAGEMENT ASSOCIATES
Greenwood Village, CO 80111-3232
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CRD#: 6525767
CP
Professional summary
Cyrus Pearo, CFP®, who also goes by Cyrus Robert Pearo, is a registered financial advisor currently at INVESTMENT MANAGEMENT ASSOCIATES located in Greenwood Village, Colorado.
Cyrus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cyrus has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cyrus Robert Pearo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) DESCRIPTION: I race bicycles and occasionally receive compensation in the form of cycling gear or nominal amounts of prize money. (2) ENROLLED AGENT Tax preparer ADDRESS: 2015 S Marion Street, Denver, CO 80210 POSITION: Enrolled Agent NATURE: Answer tax questions/ prepare minor number of personal tax returns INVESTMENT RELATED: No NUMBER OF HOURS: Approximately 30 hours/year; SECURITIES TRADING HOURS: no; START DATE: 01/2021
CRS (Client Relationship Summary) - RIA
Click below to view Cyrus Pearo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 19, 2022 - Present
INVESTMENT MANAGEMENT ASSOCIATES
Office #1: 5690 Dtc Boulevard Suite 140w, Greenwood Village, CO 80111-3232RIA
CRD#: 110900
Greenwood Village, CO
Past
July 19, 2019 - March 29, 2022
BREAKAWAY CAPITAL ADVISORS LLC
RIA
CRD#: 304429
Denver, CO
Past
September 17, 2015 - July 16, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
DENVER, CO
Past
July 14, 2015 - July 16, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IM
INVESTMENT MANAGEMENT ASSOCIATES
IMA | INVESTMENT MANAGEMENT ASSOCIATES, INC. | INVESTMENT MANAGEMENT ASSOCIATES
CRD#: 110900 / SEC#: 801-117982
RIA
Registered Investment Advisory firm - (1/23/2020 Approved)California
Registered Investment Advisory firm - (2/22/2020 Terminated)Colorado
Registered Investment Advisory firm - (1/28/2020 Terminated)Florida
Registered Investment Advisory firm - (1/23/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Illinois
Registered Investment Advisory firm - (1/23/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/24/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/30/2020 Terminated)New York
Registered Investment Advisory firm - (1/23/2020 Terminated)Ohio
Registered Investment Advisory firm - (1/24/2020 Terminated)Oregon
Registered Investment Advisory firm - (1/23/2020 Terminated)Texas
Registered Investment Advisory firm - (1/23/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IM
INVESTMENT MANAGEMENT ASSOCIATES
IMA | INVESTMENT MANAGEMENT ASSOCIATES, INC. | INVESTMENT MANAGEMENT ASSOCIATES
CRD#: 110900 / SEC#: 801-117982
RIA
Registered Investment Advisory firm - (1/23/2020 Approved)California
Registered Investment Advisory firm - (2/22/2020 Terminated)Colorado
Registered Investment Advisory firm - (1/28/2020 Terminated)Florida
Registered Investment Advisory firm - (1/23/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Illinois
Registered Investment Advisory firm - (1/23/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/24/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/30/2020 Terminated)New York
Registered Investment Advisory firm - (1/23/2020 Terminated)Ohio
Registered Investment Advisory firm - (1/24/2020 Terminated)Oregon
Registered Investment Advisory firm - (1/23/2020 Terminated)Texas
Registered Investment Advisory firm - (1/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5690 Dtc Boulevard Suite 140w, Greenwood Village, CO 80111-3232
Mailing Address
Phone number
(303) 796-8333
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 573 |
| AUM (Assets Under Management) | $ 572,704,969 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
