Larry Cuervo
Investment adviser representative at Fourthought Financial Partners, LLC.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
Are you Larry Cuervo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fourthought Financial Partners, LLC.Sep 2023 to now
- Suntrust Advisory Services, Inc.Aug 2016 to Jul 2023
- Suntrust Invesment Services, Inc.Mar 2014 to Jul 2023
- Suntrust BankFeb 2014 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fourthought Financial Partners, LLC.
$1.9BAssets managed
1,002Clients
11Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2263095
- Firm CRD
- 323060