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Cherry Gayle Laska

Cherry G. Laska

TRILLIUM WEALTH
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 2459512
Cherry Gayle Laska

Professional summary

Cherry Gayle Laska, CFP®, who also goes by Cherry G Gilchrist, is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Winter Park, Florida.

Cherry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cherry has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cherry G Gilchrist

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cherry Gayle Laska's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

April 30, 2026 - Present

TRILLIUM WEALTH LLC

Office #1: 230 S New York Ave Suite 200, Winter Park, FL 32789
RIA
CRD#: 341186
WINTER PARK, FL
Past

January 10, 2023 - December 31, 2023

CAPITAL FINANCIAL SERVICES LLC

RIA
CRD#: 107960
CLIFTON PARK, NY
Past

February 16, 2022 - May 1, 2026

CWM, LLC

RIA
CRD#: 155344
Winter Park, FL
Past

May 2, 2018 - February 22, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Orlando, FL
Past

March 28, 2018 - February 22, 2022

MORGAN STANLEY

BD
CRD#: 149777
Orlando, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/30/2026)
IAR
New York
(4/30/2026)
IAR
Texas
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2018
General Securities Representative Examination

Current Firm

TW
TRILLIUM WEALTH LLC
TRILLIUM WEALTH LLC

CRD#: 341186 / SEC#: 801-135712

RIA
Registered Investment Advisory firm - (3/26/2026 120-Day Approval)
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Contact information

Main Address
230 S New York Ave Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(321) 295-8492
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRILLIUM WEALTH LLC ADV 2A (2/26/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRILLIUM WEALTH LLC

CRD#: 341186Winter Park, FL 32789

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