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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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CG

Cheryl J. Gruetzmacher

BALBOA WEALTH PARTNERS
Encinitas, CA 92024
Some features on this profile are disabled
CRD#: 4991248
CG

Professional summary

Cheryl Jean Gruetzmacher, who also goes by Cheryl Jean Bryant, Cheryl Jean Ganino, Cheryl J Gruetzmacher, Cheryl Jean Hoag, Cheryl Jean Swartz, is a registered financial advisor currently at BALBOA WEALTH PARTNERS, INC. located in Encinitas, California.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cheryl has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cheryl Jean Bryant | Cheryl Jean Ganino | Cheryl J Gruetzmacher | Cheryl Jean Hoag | Cheryl Jean Swartz

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 Cheryl Jean Gruetzmacher'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®
None

Experience

Current

August 8, 2016 - Present

BALBOA WEALTH PARTNERS, INC.

Office #1: 171 Saxony Rd #102, Encinitas, CA 92024
RIA
CRD#: 282329
Encinitas, CA
Past

June 18, 2013 - July 29, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TORRANCE, CA
Past

June 14, 2013 - July 29, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TORRANCE, CA
Past

October 21, 2010 - June 24, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PRINCETON, NJ
Past

April 17, 2009 - June 24, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PRINCETON, NJ
Past

April 10, 2008 - March 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

April 10, 2008 - March 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 27, 2006 - January 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SCOTTSDALE, AZ
Past

January 1, 2006 - January 9, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC. | ZELKO WEALTH MANAGEMENT | WILLOW COVE | WEALTH MANAGEMENT SOLUTIONS | TOZAI WEALTH MANAGEMENT | SEASONS TWO VENTURES FUND | SB WEALTH STRATEGIES | SAM FINANCIAL GROUP | ROCKWOOD INVESTMENT COUNSEL | ROBINSON SHUMAKER WEALTH MANAGEMENT | NAUTICAL WEALTH MANAGEMENT | GATEWAY CAPITAL WEALTH | FSA INTEGRATED | ESSENTIAL RETURNS | BION CAPITAL PARTNERS | BION CAPITAL

CRD#: 282329 / SEC#: 801-107029

RIA
Registered Investment Advisory firm - (12/11/2015 Approved)

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
California
(8/8/2016)
IAR
Texas
(8/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/29/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2005
General Securities Representative Examination

Current Firm

BW
BALBOA WEALTH PARTNERS, INC.
BALBOA WEALTH PARTNERS, INC. | ZELKO WEALTH MANAGEMENT | WILLOW COVE | WEALTH MANAGEMENT SOLUTIONS | TOZAI WEALTH MANAGEMENT | SEASONS TWO VENTURES FUND | SB WEALTH STRATEGIES | SAM FINANCIAL GROUP | ROCKWOOD INVESTMENT COUNSEL | ROBINSON SHUMAKER WEALTH MANAGEMENT | NAUTICAL WEALTH MANAGEMENT | GATEWAY CAPITAL WEALTH | FSA INTEGRATED | ESSENTIAL RETURNS | BION CAPITAL PARTNERS | BION CAPITAL

CRD#: 282329 / SEC#: 801-107029

RIA
Registered Investment Advisory firm - (12/11/2015 Approved)
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Contact information

Main Address
6263 North Scottsdale Road Suite 265, Scottsdale, AZ 85250
Mailing Address
Phone number
(949) 445-1465
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (17 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

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (7/18/2025)
FORM ADV PART 2A (7/18/2025)

Regulatory assets under management

Total Number of Accounts2,068
AUM (Assets Under Management)$ 804,833,455

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

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329Encinitas, CA 92024

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