Cheryl J. Gruetzmacher

BALBOA WEALTH PARTNERS

Encinitas, CA 92024

CRD#: 4991248

Some features on this profile are disabled

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.

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

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.

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

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

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".

BALBOA WEALTH PARTNERS, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/26/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2005

General Securities Representative Examination

Current Firm

BALBOA WEALTH PARTNERS, INC.

CRD#: 282329 / SEC#: 801-107029

RIA

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

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/7/2026)

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

Regulatory assets under management

Total Number of Accounts	2,416
AUM (Assets Under Management)	$ 1,035,233,034

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.

Similar Advisors

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Brennan Fontana

LIDO

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cheryl J. Gruetzmacher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Jean Gruetzmacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BALBOA WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2006

SIE

Date: 7/29/2016

Series 7

Date: 12/21/2005

Current Firm

BALBOA WEALTH PARTNERS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALBOA WEALTH PARTNERS, INC.

TRUST BUT VERIFY

Similar Advisors