Cyrus Pearo
Investment adviser representative at Investment Management Associates
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$810MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Investment Management AssociatesApr 2022 to now
- Breakaway Capital Advisors LLCMay 2019 to Mar 2022
- Studying for Cfp/professional Bicycle RacingAug 2018 to May 2019
- TIAAJun 2015 to Jul 2018
- TIAA-CREF Individual & Institutional Services, LLCJun 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Investment Management Associates
Legal name: Investment Management Associates, Inc.
$810MAssets managed
383Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6525767
- Firm CRD
- 110900