Tanner Strunk has been Managing Member / CCO of Cayside Partners since October 2019, is a control person of the firm and directly owns between 25% and 50% of it.
Cayside Partners, LLC is a Jupiter, FL firm with $438M under management, 69 clients and 4 advisers in one office, as of its September 2026 filing.
Tanner Strunk is Managing Partner of Cayside Partners. He has experience in sell-side, buy-side and operational roles across Wall Street. Before moving back to Florida to start and grow his investment advisory business, he served as an equity research analyst at Bank of America Merrill Lynch in New York City.
Investment adviser representative registrations
Tanner Strunk is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2020; the most recent is Texas, in April 2026.
- FloridaSince 25 June 2020
- TexasResidentSince 6 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2014 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 23 July 2014 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 1 July 2014 |
| Series 7 | General Securities Representative Examination | 10 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Representative Examination
- CRD
- 6079179
- Firm
- Cayside Partners · CRD 306090
- Role
- Managing Member / CCO
- Office
- 364 CYPRESS DRIVE, SUITE 202, Jupiter, FL 33469
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- caysidepartners.com
Where does Tanner Strunk work?
Tanner Strunk has been Managing Member / CCO of Cayside Partners, LLC since October 2019, and is a control person of the firm.
Is Tanner Strunk a financial advisor?
Yes. Tanner Strunk has a current investment-adviser registration in Florida and Texas, through Cayside Partners since June 2020.
How many years of experience does Tanner Strunk have?
Tanner Strunk has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has Tanner Strunk passed?
Tanner Strunk has passed 5 licensing exams: the Series 7, Series 87, Series 86, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2014. FINRA credited Tanner Strunk with the SIE, which began in October 2018.
Where is Tanner Strunk based?
Tanner Strunk’s registered office is in Jupiter, FL.
Is Tanner Strunk registered with FINRA?
No. Tanner Strunk has no current broker registration.
How can I verify Tanner Strunk’s record?
Search CRD 6079179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Strunk’s full registration record.