Unclaimed Profile

Todger Allen Strunk

CAYSIDE PARTNERS, LLC·JUPITER, Florida

Series 7, Series 65, Series 66Clean record18 years registeredCAYSIDE PARTNERS, LLC

364 CYPRESS DRIVE, JUPITER, FL 33469CRD# 5161511Firm CRD# 306090

Profile Verification

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

Identity

Todger Allen Strunk · JUPITER, FL

Registration

CRD #5161511 · CAYSIDE PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAYSIDE PARTNERS

Oct 2021 – present

AETHOS INVESTMENT MANAGEMENT

Nov 2018 – Aug 2021

TEQUESTA, FL

SUNTRUST ADVISORY SERVICES, INC.

Jun 2017 – Jun 2018

Jupiter, FL

GENSPRING FAMILY OFFICES, LLC

Jun 2017 – Dec 2017

JUPITER, FL

UBS FINANCIAL SERVICES INC.

Oct 2007 – Apr 2009

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · October 17, 2007

Years registered · 18

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 Todger Allen Strunk offer?

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

What are Todger Allen Strunk's credentials?

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

Where is Todger Allen Strunk located?

Todger Allen 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 Todger Allen Strunk charge for services?

Todger Allen 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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