Bryce Cleveland has been an investment adviser representative at Grey Fox Wealth Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners.
Grey Fox Wealth Advisors, LLC is a Rockland, DE firm with $699M under management, 335 clients and 8 advisers in one office, as of its March 2026 filing.
Bryce Cleveland’s longest registration was 2 years at Great Valley Advisor Group, LLC (2023–2025). Before joining Grey Fox Wealth Advisors in 2025, Bryce Cleveland was registered through Great Valley Advisor Group, LLC.
- – present · 1 yearRockland, DE · Adviser representative · Firm CRD 307172
- Great Valley Advisor Group, LLC– · 2 yearsBerwyn, PA · Adviser representative · Firm CRD 123913
Investment adviser representative registrations
Bryce Cleveland is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2025; the most recent is Delaware, in December 2025.
- DelawareSince 15 December 2025
- PennsylvaniaSince 14 October 2025
- TexasResidentSince 15 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7322977
- Firm
- Grey Fox Wealth Advisors · CRD 307172
- Office
- 100 SOUTH ROCKLAND FALLS ROAD, Rockland, DE 19732
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryce Cleveland work?
Bryce Cleveland is an investment adviser representative registered through Grey Fox Wealth Advisors, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bryce Cleveland a financial advisor?
Yes. Bryce Cleveland has a current investment-adviser registration in Delaware, Pennsylvania and Texas, through Grey Fox Wealth Advisors since October 2025.
How many years of experience does Bryce Cleveland have?
Bryce Cleveland has 3 years in the financial industry, since August 2023, across 2 adviser firms.
What exams has Bryce Cleveland passed?
Bryce Cleveland passed the Series 65 in July 2023.
Where did Bryce Cleveland work before Grey Fox Wealth Advisors?
Before Grey Fox Wealth Advisors, Bryce Cleveland was registered through Great Valley Advisor Group, LLC, July 2023 to September 2025.
Where is Bryce Cleveland based?
Bryce Cleveland’s registered office is in Rockland, DE.
Is Bryce Cleveland registered with FINRA?
No. Bryce Cleveland has no current broker registration.
How can I verify Bryce Cleveland’s record?
Search CRD 7322977 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryce Cleveland’s full registration record.
