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CFP
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CFP

Larry Cuervo

Fourthought Financial Partners, LLC.
26 Years of Experience
Venice, FL
1 Disclosure
View SEC Summary
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Larry Cuervo is a CFP-designated registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, with 26 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 947 clients with $1.6B in assets under management.

Fourthought Financial Partners, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10M+0.45%

The management fee is subject to negotiation and may be discounted.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

310 W. Venice Avenue, Suite 201, Venice, FL, 34285

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 1994
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Larry is a 100% member of Blackbird Residential LLC, created to own and rent out his prior home, dedicating minimal time. He also serves as a board member for the John and Mable Ringling Museum of Art, spending minimal time overseeing facilities management, reviewing foundation fund management, and auditing financials.

Employment History
Current Registrations
Fourthought Financial Partners, LLC.
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Truist Advisory Services, INC.
November 2016 - August 2023 · 6 yrs 9 mos
Suntrust Investment Services, INC.
March 2014 - December 2016 · 2 yrs 9 mos
Truist Investment Services, INC.Broker
March 2014 - August 2023 · 9 yrs 5 mos
Hancock Investment Services, INC.
February 2012 - March 2014 · 2 yrs 1 mo
Hancock Investment Services, INC.Broker
February 2012 - March 2014 · 2 yrs 1 mo
Primevest Financial Services, INC.
June 2010 - February 2012 · 1 yr 8 mos
Primevest Financial Services, INC.Broker
June 2010 - February 2012 · 1 yr 8 mos
Wachovia Securities, LLCBroker
October 2008 - May 2009 · 7 mos
Citigroup Global Markets INC.
June 1998 - July 2004 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
June 1998 - July 2004 · 6 yrs 1 mo
First of America Brokerage Service, INC.Broker
May 1997 - October 1997 · 5 mos
Amsouth Investment Services, INC.Broker
October 1996 - April 1997 · 6 mos
J. B. Hanauer & CO.Broker
July 1994 - September 1996 · 2 yrs 2 mos
Metlife Securities INC.Broker
August 1992 - May 1994 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
August 1992 - May 1994 · 1 yr 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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