Cherish Ruby Grey
Investment adviser representative at Breiter Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$72.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Breiter Wealth Management, LLCJul 2026 to now
- Foundations Investment Advisors, LLCSep 2025 to Jun 2026
- The Chamberlin Group (D.B.A. for Advisory Business)Jun 2025 to Jun 2026
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsJun 2025 to Oct 2025
- The Chamberlin GroupJun 2021 to Jun 2025
- Smoothie KingMay 2019 to Jun 2021
- TargetNov 2018 to Jan 2019
- Steak 'n ShakeApr 2018 to Sep 2018
- CulversNov 2016 to Apr 2018
- Seckman High SchoolAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Breiter Wealth Management, LLC
$72.3MAssets managed
109Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8124163
- Firm CRD
- 342447