Talia Cyr has been an investment adviser representative at William Joseph Capital Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
- – present · 2 yearsWarren, RI · Adviser representative · Firm CRD 226535
Investment adviser representative registrations
Talia Cyr is registered as an investment adviser representative in Rhode Island, since November 2023.
- Rhode IslandSince 13 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Talia Marie Cyr
- CRD
- 7833230
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- Warren, RI
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Talia Cyr work?
Talia Cyr is an investment adviser representative registered through William Joseph Capital Management, Inc. since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Talia Cyr a financial advisor?
Yes. Talia Cyr has a current investment-adviser registration in Rhode Island, through William Joseph Capital Management since November 2023.
How many years of experience does Talia Cyr have?
Talia Cyr has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Talia Cyr passed?
Talia Cyr passed the Series 65 in November 2023.
Where is Talia Cyr based?
Talia Cyr’s registered office is in Warren, RI.
Is Talia Cyr registered with FINRA?
No. Talia Cyr has no current broker registration.
How can I verify Talia Cyr’s record?
Search CRD 7833230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Talia Cyr’s full registration record.
