Larry Cuervo

FOURTHOUGHT FINANCIAL PARTNERS.

Venice, FL 34285

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CRD#: 2263095

Professional summary

Larry Cuervo JR, CFP® is a registered financial advisor currently at FOURTHOUGHT FINANCIAL PARTNERS, LLC. located in Venice, Florida.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Larry has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BLACKBIRD RESIDENTIAL LLC POSITION: 100% member NATURE: This is an LLC created to own my prior home which i am now renting out. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: , Tampa FL , United States DESCRIPTION: Landlord

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Cuervo JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 27, 2023 - Present

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Office #1: 310 W. Venice Avenue Suite 201, Venice, FL 34285

RIA

CRD#: 323060

Venice, FL

Past

November 1, 2016 - August 11, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

SARASOTA, FL

Past

March 21, 2014 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

SARASOTA, FL

Past

March 18, 2014 - August 11, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

SARASOTA, FL

Past

February 15, 2012 - March 14, 2014

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA

CRD#: 40637

TAMPA, FL

Past

February 13, 2012 - March 14, 2014

HANCOCK WHITNEY INVESTMENT SERVICES INC.

CRD#: 40637

TAMPA, FL

Past

June 10, 2010 - February 13, 2012

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

TAMPA, FL

Past

June 9, 2010 - February 13, 2012

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

TAMPA, FL

Past

October 17, 2008 - May 4, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TAMPA, FL

Past

June 19, 1998 - July 27, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

TAMPA, FL

Past

June 16, 1998 - July 27, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 19, 1997 - October 1, 1997

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

October 23, 1996 - April 24, 1997

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

July 20, 1994 - September 13, 1996

J. B. HANAUER & CO.

CRD#: 6958

PARSIPPANY, NJ

Past

August 3, 1992 - May 6, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 3, 1992 - May 6, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/20/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/5/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/31/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

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Contact information

Main Address

310 W. Venice Avenue Suite 201, Venice, FL 34285

Mailing Address

Phone number

(941) 408-8557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOURTHOUGHT FINANCIAL PARTNERS ADV PART 2A BROCHURE 3 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,882
AUM (Assets Under Management)	$ 1,589,562,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Larry Cuervo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Cuervo JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

HANCOCK WHITNEY INVESTMENT SERVICES INC.

HANCOCK WHITNEY INVESTMENT SERVICES INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

NATCITY INSURANCE SERVICES, INC.

AMSOUTH INVESTMENT SERVICES, INC.

J. B. HANAUER & CO.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2008

Series 65

Date: 6/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/19/1994

Series 6

Date: 7/31/1992

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

TRUST BUT VERIFY

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