Cyrus Pearo has been an investment adviser representative at Investment Management Associates since May 2022, and is not listed among the firm’s executive officers or direct owners.
Investment Management Associates, Inc. is a Greenwood Village, CO firm with $810M under management, 383 clients and 4 advisers in one office, as of its May 2026 filing.
Cyrus Pearo’s longest registration is the current one, 4 years at Investment Management Associates since 2022. Before joining Investment Management Associates in 2022, Cyrus Pearo was registered through Breakaway Capital Advisors LLC and Advice and Planning Services.
- – present · 4 yearsGreenwood Village, CO · Adviser representative · Firm CRD 110900
- Breakaway Capital Advisors LLC– · 2 yearsDenver, CO · Adviser representative · Firm CRD 304429
- Advice and Planning Services– · 2 yearsDenver, CO · Adviser representative · Firm CRD 20472
Investment adviser representative registrations
Cyrus Pearo is registered as an investment adviser representative in Colorado, since May 2022.
- ColoradoSince 19 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 September 2015 |
| Series 7 | General Securities Representative Examination | 14 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6525767
- Firm
- Investment Management Associates · CRD 110900
- Office
- 5690 DTC BOULEVARD, SUITE 140W, Greenwood Village, CO 80111-3232
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Cyrus Pearo work?
Cyrus Pearo is an investment adviser representative registered through Investment Management Associates, Inc. since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Cyrus Pearo a financial advisor?
Yes. Cyrus Pearo has a current investment-adviser registration in Colorado, through Investment Management Associates since May 2022.
How many years of experience does Cyrus Pearo have?
Cyrus Pearo has 10 years in the financial industry, since September 2016, across 3 adviser firms.
What exams has Cyrus Pearo passed?
Cyrus Pearo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2015. FINRA credited Cyrus Pearo with the SIE, which began in October 2018.
Where did Cyrus Pearo work before Investment Management Associates?
Before Investment Management Associates, Cyrus Pearo was registered through Breakaway Capital Advisors LLC, July 2019 to March 2022; Advice and Planning Services, September 2015 to July 2018.
Where is Cyrus Pearo based?
Cyrus Pearo’s registered office is in Greenwood Village, CO.
Is Cyrus Pearo registered with FINRA?
No. Cyrus Pearo has no current broker registration.
How can I verify Cyrus Pearo’s record?
Search CRD 6525767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cyrus Pearo’s full registration record.