Cyrus Pearo

Employer firm

Investment Management Associates CRD 110900

$810M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2015 → 07/2018
  Tiaa
  Denver, CO
• 05/2019 → 03/2022
  Breakaway Capital Advisors Llc
  Grand Junction, CO
• 08/2018 → 05/2019
  Studying For Cfp/Professional Bicycle Racing
  Denver, CO
• 04/2022 → Present
  Investment Management Associates
  Denver, CO

Previous Registrations

• 2019-07-19 → 2022-03-29
  Breakaway Capital Advisors Llc
  Denver, CO
  Grand Junction, CO
• 2015-09-17 → 2018-07-16
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO

Other Businesses

(1) DESCRIPTION: I race bicycles and occasionally receive compensation in the form of cycling gear or nominal amounts of prize money. (2) ENROLLED AGENT Tax preparer ADDRESS: 2015 S Marion Street, Denver, CO 80210 POSITION: Enrolled Agent NATURE: Answer tax questions/ prepare minor number of personal tax returns INVESTMENT RELATED: No NUMBER OF HOURS: Approximately 30 hours/year; SECURITIES TRADING HOURS: no; START DATE: 01/2021

Exams

• S66 Uniform Combined State Law Examination
  2015-09-17

Designations

• Certified Financial Planner

Other Names

• Cyrus Robert Pearo