Corey Cyr has been Managing Member and Chief Compliance Officer of Ideal Retirement Solutions since June 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Ideal Retirement Solutions, LLC is a Port Charlotte, FL firm with $124M under management, 311 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Corey Cyr is President & Senior Advisor of Ideal Retirement Solutions. His professional background includes extensive experience in finance, management, and auditing.
Corey Cyr’s longest registration was 3 years at Portfolio Medics, LLC (2021–2025). Before joining Ideal Retirement Solutions in 2025, Corey Cyr was registered through Alphastar Capital Management and Portfolio Medics, LLC.
- Ideal Retirement SolutionsCurrent– present · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 333393
- Alphastar Capital Management– · 2 yearsPort Charlotte, FL · Adviser representative · Firm CRD 157423
- Portfolio Medics, LLC– · 3 yearsPort Charlotte, FL · Adviser representative · Firm CRD 145958
- Alphastar Capital Management, LLC– · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 157423
Professional designations
Listed by Ideal Retirement Solutions
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Corey Cyr is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 23 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Corey J Cyr
- CRD
- 6821309
- Firm
- Ideal Retirement Solutions · CRD 333393
- Role
- Managing Member and Chief Compliance Officer
- Office
- 17896 TOLEDO BLADE BLVD, Port Charlotte, FL 33948
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idealretirementsolutions.com
Where does Corey Cyr work?
Corey Cyr has been Managing Member and Chief Compliance Officer of Ideal Retirement Solutions, LLC since June 2019, and is a control person of the firm.
Is Corey Cyr a financial advisor?
Yes. Corey Cyr has a current investment-adviser registration in Florida, through Ideal Retirement Solutions since April 2025.
How many years of experience does Corey Cyr have?
Corey Cyr has 8 years in the financial industry, since April 2018, across 3 adviser firms.
What exams has Corey Cyr passed?
Corey Cyr has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in August 2017. FINRA credited Corey Cyr with the SIE, which began in October 2018.
Where did Corey Cyr work before Ideal Retirement Solutions?
Before Ideal Retirement Solutions, Corey Cyr was registered through Portfolio Medics, LLC, May 2021 to January 2025; Alphastar Capital Management, LLC, March 2020 to May 2021.
Where is Corey Cyr based?
Corey Cyr’s registered office is in Port Charlotte, FL.
Is Corey Cyr registered with FINRA?
No. Corey Cyr has no current broker registration.
How can I verify Corey Cyr’s record?
Search CRD 6821309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Corey Cyr’s full registration record.