Tanner Strunk
Professional Summary
Tanner Strunk, who also goes by Tanner John Strunk, is a registered financial advisor currently at CAYSIDE PARTNERS located in Jupiter, Florida. Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tanner has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tanner John Strunk
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
Contact Information
Main Address
364 Cypress Drive Suite 202, Jupiter, FL 33469Phone Number
(561) 768-9621# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$437,981,294Similar Advisors
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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.
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Primary Firm SEC Registration
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
State Registrations and Notice Filings
(6/25/2020)
(4/6/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2014About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Tanner Strunk's CRS (Customer Relationship Summary).
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