Todger A. Strunk

CAYSIDE PARTNERS

Jupiter, FL 33469

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CRD#: 5161511

Professional summary

Todger Allen Strunk, who also goes by Todger Strunk, is a registered financial advisor currently at CAYSIDE PARTNERS located in Jupiter, Florida.

Todger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Todger has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todger Strunk

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.

Cayside Asset Management, LLC - POSITION: Managing Member Nature of the other business: Find projects to invest in that produce revenue or value INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 10% of work hours per month SECURITIES TRADING HOURS: 0 START DATE: 10/2023 ADDRESS: 364 Cypress Drive, Suite 202, Jupiter, FL 33469 DESCRIPTION: Invest in various types of projects that produce value

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todger Allen Strunk'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®

None

Experience

Current

October 29, 2021 - Present

CAYSIDE PARTNERS

Office #1: 364 Cypress Drive Suite 202, Jupiter, FL 33469

RIA

CRD#: 306090

Jupiter, FL

Past

November 21, 2018 - August 20, 2021

AETHOS INVESTMENT MANAGEMENT

RIA

CRD#: 297954

TEQUESTA, FL

Past

June 23, 2017 - June 22, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

Jupiter, FL

Past

June 1, 2017 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

JUPITER, FL

Past

October 17, 2007 - April 14, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

September 19, 2007 - April 14, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/29/2021)

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

IAR

Series 65

Date: 3/30/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/15/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/18/2007

General Securities Representative Examination

Current Firm

CAYSIDE PARTNERS

CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC

CRD#: 306090 / SEC#: 801-129905

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

Florida

Registered Investment Advisory firm - (4/30/2024 Terminated)

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Contact information

Main Address

364 Cypress Drive Suite 202, Jupiter, FL 33469

Mailing Address

Phone number

(561) 768-9621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAYSIDE PARTNERS, LLC ADV 2A BROCHURE (6/20/2025)

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 313,960,128

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

Todger A. Strunk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todger Allen Strunk's CRS (Customer Relationship Summary).

Certified licenses

Experience

AETHOS INVESTMENT MANAGEMENT

TRUIST ADVISORY SERVICES, INC.

GFO ADVISORY SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CAYSIDE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2017

Series 66

Date: 10/15/2007

Series 7

Date: 9/18/2007

Current Firm

CAYSIDE PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAYSIDE PARTNERS

TRUST BUT VERIFY

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