Unclaimed Profile

Tanner Strunk

CAYSIDE PARTNERS, LLC·JUPITER, Florida

SIE, Series 7, Series 63, Series 65, Series 86, Series 87Clean record6 years registeredCAYSIDE PARTNERS, LLC

364 CYPRESS DRIVE, JUPITER, FL 33469CRD# 6079179Firm CRD# 306090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tanner Strunk · JUPITER, FL

Registration

CRD #6079179 · CAYSIDE PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

CAYSIDE PARTNERS

Jun 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · June 25, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAYSIDE PARTNERS, LLC

CRD 306090 · SEC 801-129905

AUM

$282M

Regulatory assets under management

Employees

53 client accounts

Services offered by CAYSIDE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAYSIDE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Tanner Strunk offer?

Tanner Strunk specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are Tanner Strunk's credentials?

Tanner Strunk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanner Strunk located?

Tanner Strunk is based in JUPITER, Florida, working with CAYSIDE PARTNERS, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Tanner Strunk charge for services?

Tanner Strunk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAYSIDE PARTNERS, LLC?

CAYSIDE PARTNERS, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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