Bryan D. Acuto

VITAL WEALTH STRATEGY

PRINCETON, MA

Some features on this profile are disabled

CRD#: 7121290

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

Aliases

Brian David Acuto

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Acuto's 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

August 21, 2026 - Present

VITAL WEALTH STRATEGY, LLC

RIA

CRD#: 343055

PRINCETON, MA

Past

June 21, 2019 - October 14, 2019

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

READING, MA

Past

June 4, 2019 - October 14, 2019

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

WOBURN, MA

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

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

State Security Law Exam

IAR

Series 65

Date: 9/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/21/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/10/2019

Securities Industry Essentials Examination

Current Firm

VITAL WEALTH STRATEGY, LLC

CRD#: 343055 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/21/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Princeton, MA

Mailing Address

Phone number

(607) 857-1094

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan D. Acuto

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VITAL WEALTH STRATEGY, LLC

AGES FINANCIAL SERVICES, LTD.

TRUST ADVISORY GROUP LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2023

Series 63

Date: 7/3/2019

Series 7TO

Date: 6/21/2019

SIE

Date: 6/10/2019

Current Firm

VITAL WEALTH STRATEGY, LLC

Contact information

Documents

Red Flags

Company Information

VITAL WEALTH STRATEGY, LLC

TRUST BUT VERIFY

Similar Advisors