Advisor at Cary Street Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cary Street Partners
Location
Palm Beach Gardens, FL 33418
Credentials
Series 63, Series 65
Industry experience
11 years
Vincent Cuomo is a financial advisor at Pursuit Wealth Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank and Esquire Bank. Cuomo serves as Chairman of the Investment Committee for the Florida Bar Foundation and is a board member of the Florida Bar Advertising Committee, also participating in the Florida Bar Unlicensed Practice of Law Committee. Pursuit Wealth Management provides investment management, financial planning, and advisory services to individuals, trusts, businesses, and retirement plan sponsors. The firm focuses on customized, tax-aware asset allocation using a combination of active and passive strategies, and offers a wrap fee program that integrates advisory, transaction, and custodial services.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
4500 Pga Boulevard, Suite 304 A
Palm Beach Gardens, FL 33418
Florida
Cay Street Partners Investment Advisory LLC
2026 - Present (1 year)
Pursuit Wealth Management LLC
2021 - Present (5 years)
City National Bank
2018 - 2020 (2 years)
Esquire Bank
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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