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BA

Bryan David Acuto

VITAL WEALTH STRATEGY
PRINCETON, MA
·CRD# 7121290·7 years experience

Professional Summary

Bryan David Acuto, who also goes by Brian David Acuto, is a registered financial advisor currently at VITAL WEALTH STRATEGY, LLC located in Princeton, Massachusetts. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian David Acuto

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Videos & Posts

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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.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

VITAL WEALTH STRATEGY, LLC·CRD# 343055
RIA
Princeton, MA
August 21, 2026 - Present
AGES FINANCIAL SERVICES, LTD.·CRD# 15427
BD
Reading, MA
June 21, 2019 - October 14, 2019
TRUST ADVISORY GROUP LTD·CRD# 106926
RIA
Woburn, MA
June 4, 2019 - October 14, 2019

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Current Firm

VW
VITAL WEALTH STRATEGY, LLC

VITAL WEALTH STRATEGY, LLC

CRD#: 343055
Massachusetts
Registered Investment Advisory firm - Massachusetts (8/21/2026 Approved)

Contact Information

Main Address

Princeton, MA

Phone Number

(607) 857-1094

# of Employees

1

Documents

Latest Form ADV
0

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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.

1) Cunningham & Associates, LLC; Not investment-related; 218 Shrewsbury St, 202, Worcester, MA. 01604; Tax and Consulting services; Partner, Director of Operations; Oversee responsible managers and staff members working on all financial, estate planning, and M&A client projects; Approx. 50% of time during the month. 2) KBBC Holdings, LLC, not investment related; real estate rental and ownership; record keeping, financial analysis; less than 5% of time during the month. 3) BKJ Holdings, LLC; Not investment-related; real estate rental and ownership; record keeping, financial analysis; Less than 5% of time during the month. 4) Town of Princeton; Investment-related; 6 Town Hall Drive, Princeton, MA. 01541; Trustee; Review financial performance of town trust funds, allocate and approve distribution of funds pursuant to trust provisions; Less than 5% of time during the month. 5) YMCA of Central Massachusetts; Not investment-related; 766 Main St, 4th Floor, Worcester, MA. 01610; Audit Committee Member; Review annual financial statements, review annual CPA provided audit package, attend meetings with auditing firm; Less than 5% of time during the month.

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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.
IAR
Massachusetts
(8/21/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Sep 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Acuto's CRS (Customer Relationship Summary).

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