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Corey J. Cyr
IDEAL RETIREMENT SOLUTIONS
PORT CHARLOTTE, FL 33948
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CRD#: 6821309
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Professional summary
Corey J Cyr is a registered financial advisor currently at IDEAL RETIREMENT SOLUTIONS located in Port Charlotte, Florida.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Corey has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Dual registered with Alphastar Capital Management as an IAR. In this position Mr. Cyr transacts in Alternative Products. He spends approximately 20 hours a month in this endeavor during both market and non-market hours. Ideal Retirement Solutions Investment related: Yes (Strictly insurance sales) 1620 Tamiami Trail #100 Port Charlotte, FL 33948; Insurance sales (Life & Annuity) 50%; Member Owner since inception 08/01/2019; He works 40-50 hours per week and anticipates roughly 25% of that will be spent working with insurance-based products
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 23, 2025 - Present
IDEAL RETIREMENT SOLUTIONS
Office #1: 17896 Toledo Blade Blvd, Port Charlotte, FL 33948RIA
CRD#: 333393
PORT CHARLOTTE, FL
Past
June 6, 2023 - June 23, 2025
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Port Charlotte, FL
Past
May 21, 2021 - January 2, 2025
PORTFOLIO MEDICS, LLC
RIA
CRD#: 145958
Port Charlotte, FL
Past
March 3, 2020 - May 13, 2021
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Port Charlotte, FL
Past
August 16, 2017 - July 18, 2019
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Port Charlotte, FL
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".
IR
IDEAL RETIREMENT SOLUTIONS
IDEAL RETIREMENT SOLUTIONS | IDEAL RETIREMENT SOLUTIONS, LLC | IDEAL RETIREMENT SOLUTIONS LLC
CRD#: 333393 / SEC#: 801-134255
RIA
Registered Investment Advisory firm - (9/4/2025 Approved)Florida
Registered Investment Advisory firm - (9/24/2025 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
Florida(4/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IR
IDEAL RETIREMENT SOLUTIONS
IDEAL RETIREMENT SOLUTIONS | IDEAL RETIREMENT SOLUTIONS, LLC | IDEAL RETIREMENT SOLUTIONS LLC
CRD#: 333393 / SEC#: 801-134255
RIA
Registered Investment Advisory firm - (9/4/2025 Approved)Florida
Registered Investment Advisory firm - (9/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17896 Toledo Blade Blvd, Port Charlotte, FL 33948
Mailing Address
Phone number
(941) 876-8985
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 101,373,338 |
Red Flags
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Company Information
IDEAL RETIREMENT SOLUTIONS
CRD#: 333393Port Charlotte, FL 33948TRUST BUT VERIFY
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