Cyrus DeReu - Financial Advisors

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Cyrus DeReu

Why I Love My Job

I get to interact with and learn from amazing people every day. There is always room for new growth, and always coworkers are supporting me and guiding me in that growth. And as I grow, our firm’s clients and my colleagues are striving for their own goals. The rising tide that is HH lifts all our ships.

In his role as Client Service Manager, Cy serves both his clients and his team members “in any way possible.” Whether coordinating new account openings, initiating distribution requests, or keeping client records current, his commitment to great communications and respect for his clients and colleagues stands out.

“I really enjoy the people I get to work with, both clients and associates,” Cy says. “I also appreciate being able to capitalize on many of my strengths while also being challenged in other, new areas of finance. There is a consistent level of excitement, often within different parts of my work and my skillset from day to day.”

He began with us as a Finance Intern in mid-2021; we asked him to join us in a permanent capacity in April 2022. He earned his Bachelor of Science in Finance with a minor in Marketing from Azusa Pacific University in May 2022. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

Cy originally hails from the Northwest. He enjoys frequent visits there to see family and spend time on the lake or ski in the mountains. Here in the Long Beach environs, you’ll find him playing golf, trying a new restaurant, or enjoying live music.

Fun Fact

I have eaten a ghost pepper. It was a terrible experience that I wouldn’t recommend to anyone.

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.