Corey Cyr, financial advisor Port Charlotte FL

Corey Cyr

CRD Number: 6821309
Current Firm: Alphastar Capital Management, LLC

Corey Cyr (CRD# 6821309) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Port Charlotte, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Cornelius, NC Jan 2020 - Current < 1
Ideal Retirement Solutions Port Charlotte, FL Aug 2019 - Current 1
Mwa Financial Services, Inc. Rock Island, IL Jun 2017 - Aug 2019 2
Modern Woodmen Of America Rock Island, IL Apr 2017 - Aug 2019 2
Petsmart, Inc. Port Charlotte, FL Oct 2013 - Feb 2017 3
Petsmart, Inc. Sarasota, FL May 2011 - Oct 2013 2
Petsmart, Ssg Phoenix, AZ Oct 2009 - May 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Corey J. Cyr
Phone Number: 855-340-2514
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    6,238
    ACCOUNTS
  • Average Account Value
    $99,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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