Corey
Cyr
Portfolio Medics, LLC
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About this Advisor
Corey Cyr is a financial advisor based in Port Charlotte, Florida, working with Portfolio Medics, LLC. Corey has previously held positions at Modern Woodmen Of America, Petsmart LLC, Mwa Financial Services, Inc, Alphastar Capital Management, LLC, Portfolio Medics, and Ideal Retirement Solutions. Corey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Corey is part of Portfolio Medics, LLC, which operates out of Port Charlotte, Florida. The firm has 8 offices and 75 employees. The firm manages assets totaling $499.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Medics, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Medics, LLC Brokerage Details
$499,609,065
75
2,499
$199,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Corey Cyr Work History
Alphastar Capital Management, LLC
Portfolio Medics
Ideal Retirement Solutions
Alphastar Capital Management, LLC
Modern Woodmen Of America
Mwa Financial Services, Inc
Petsmart LLC
Disclosures
Please visit the SEC profile of Corey Cyr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Medics, LLC
Britt, MN
White Pine, TN
Canonsburg, PA
Bonita Springs, FL
Kent, WA
Port Charlotte, FL
Port Charlotte, FL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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