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Cyrus William Dereu

Investment adviser representative at Halbert Hargrove
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.2BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Halbert HargroveMay 2022 to now
  2. DoordashMay 2020 to Jul 2020
  3. Nike, Inc.Jun 2019 to Aug 2019
  4. Azusa Pacific UniversityAug 2018 to May 2022
  5. Central Valley High SchoolAug 2017 to Aug 2018
  6. Redeemer Lutheran ChurchMay 2017 to Aug 2017
  7. Central Valley High SchoolAug 2014 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Halbert Hargrove

Legal name: Halbert Hargrove Global Advisors, LLC

$4.2BAssets managed
1,518Clients
43Advisers
37 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
7706759
Firm CRD
105515
Advisor's SEC record (opens in a new tab)
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