Cheryl Jean Gruetzmacher

Employer firm

Balboa Wealth Partners, Inc. CRD 282329

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Balboa Wealth Partners, Inc.
  Newport Beach, CA

Previous Registrations

• 2013-06-18 → 2016-07-29
  Wells Fargo Clearing Services, Llc
  Princeton, NJ
  Haddon Township, NJ
  El Segundo, CA
  Redondo Beach, CA
  Torrance, CA
  Hightstown, NJ
• 2010-10-21 → 2013-06-24
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
  Weehawken, NJ
  New York, NY
  Princeton, NJ
  Weehawken, NJ
  Princeton, NJ
  Weehawken, NJ
  New York, NY
• 2008-04-10 → 2009-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2006-01-27 → 2008-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2006-01-26

Other Names

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