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CG

Cherish R. Grey

BREITER WEALTH MANAGEMENT
St Louis, MO 63141
Some features on this profile are disabled
CRD#: 8124163
CG
Cherish Ruby GreyBREITER WEALTH MANAGEMENT

Professional summary

Cherish Ruby Grey is a registered financial advisor currently at BREITER WEALTH MANAGEMENT, LLC located in St Louis, Missouri.

Cherish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cherish has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.
1) 07/2025 - Signal Advisors; investment related; 1555 Broadway St, Detroit, MI 48226; Insurance sales; approx. 10 hours/month during trading hours; Selling fixed index annuities and life insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cherish Ruby Grey'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 6, 2026 - Present

BREITER WEALTH MANAGEMENT, LLC

Office #1: 2 Cityplace Drive Suite 200, St Louis, MO 63141
RIA
CRD#: 342447
St Louis, MO
Past

September 23, 2025 - June 26, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
ST. LOUIS, MO
Past

June 27, 2025 - October 1, 2025

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
St. Louis, MO

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
Missouri
(8/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2025
Uniform Investment Adviser Law Examination

Current Firm

BW
BREITER WEALTH MANAGEMENT, LLC
BREITER WEALTH MANAGEMENT, LLC

CRD#: 342447 / SEC#: 801-136458

RIA
Registered Investment Advisory firm - (6/25/2026 120-Day Approval)
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Contact information

Main Address
Chesterfield, MO
Mailing Address
Phone number
(636) 373-9300
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BREITER WEALTH MANAGEMENT, LLC ADV PART 2A (5/11/2026)
0

Red Flags

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Company Information

BREITER WEALTH MANAGEMENT, LLC

CRD#: 342447St Louis, MO 63141

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