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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tanner Strunk's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2020 - Present
CAYSIDE PARTNERS
Office #1: 364 Cypress Drive Suite 202, Jupiter, FL 33469May 10, 2019 - July 1, 2019
BOFA SECURITIES, INC.
August 17, 2017 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 10, 2014 - August 8, 2017
COWEN AND COMPANY
Primary Firm SEC Registration
CAYSIDE PARTNERS
CRD#: 306090 / SEC#: 801-129905
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2020)
Exams
Current Firm
CAYSIDE PARTNERS
CRD#: 306090 / SEC#: 801-129905
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 313,960,128 |
Red Flags
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