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Larry Cuervo Jr

Investment Adviser Representative at Fourthought Financial Partners, LLC.

Venice, FLCRD #2263095Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Larry Cuervo is an investment adviser representative with Fourthought Financial Partners, LLC. in Venice, FL, where they have been registered since 2023. They have worked in the securities industry since 1999 and have been registered with 6 firms, including Truist Advisory Services, Inc. and Suntrust Investment Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

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

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/20/2008
Series 65
Uniform Investment Adviser Law Examination
Passed 6/5/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/31/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fourthought Financial Partners, LLC.Current
11/27/2023 – Venice, FL
Truist Advisory Services, Inc.
11/1/2016 – 8/11/2023Sarasota, FL
Suntrust Investment Services, Inc.
3/21/2014 – 12/31/2016Sarasota, FL
Hancock Investment Services, Inc.
2/15/2012 – 3/14/2014Tampa, FL
Primevest Financial Services, Inc.
6/10/2010 – 2/13/2012Tampa, FL
Citigroup Global Markets Inc.
6/19/1998 – 7/27/2004Tampa, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Suntrust BANK
    Feb 2014 – Jul 2023Tampa, FL
  2. Suntrust Invesment Services, Inc.
    Mar 2014 – Jul 2023Atlanta, GA
  3. Suntrust Advisory Services, Inc.
    Aug 2016 – Jul 2023Atlanta, GA
  4. FourThought Financial Partners
    Sep 2023 – no end date reportedVenice, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fourthought Financial Partners, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.0095
Firm's annual rate schedule by assets
  • First $1,000,0000.95%
  • $1,000,000 to $2,500,0000.85%
  • $2,500,000 to $5,000,0000.65%
  • $5,000,000 to $10,000,0000.55%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Venice, FL
SEC file number:
801-126759

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 2, 2026

View full firm profile

Other advisors at Fourthought Financial Partners, LLC.

9 other advisors in the directory

View Fourthought Financial Partners, LLC. firm profile

Similar advisors in Venice, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Larry Cuervo Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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