Cherry Laska has been Partner and Wealth Advisor of Trillium Wealth since July 2024, is a control person of the firm and directly owns between 25% and 50% of it. Cherry Laska holds a BS in Aviation Management / Flight Technology from Florida Institute of Technology.
Trillium Wealth LLC is a Winter Park, FL firm with $545M under management, 629 clients and 7 advisers across 6 offices, as of its July 2026 filing.
Cherry Laska is a Partner and Senior Wealth Advisor of Trillium Wealth, based in Winter Park, Florida. After earning her degree from Florida Tech as a distinguished military graduate, she served as a U.S. Army Aviation Officer, commanding soldiers and flying helicopters and reconnaissance aircraft. She also built an education services company that provided tutoring to children throughout Florida.
Cherry Laska’s longest registration was 4 years at CWM, LLC (2022–2026). Before joining Trillium Wealth in 2026, Cherry Laska was registered through Capital Financial Services LLC and CWM, LLC.
- Trillium Wealth LLCCurrent– present · under a yearWinter Park, FL · Adviser representative · Firm CRD 341186
- Capital Financial Services LLC– · under a yearClifton Park, NY · Adviser representative · Firm CRD 107960
- CWM, LLC– · 4 yearsWinter Park, FL · Adviser representative · Firm CRD 155344
- Morgan Stanley– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 149777
Professional designations
Listed by Trillium Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cherry Laska is registered as an investment adviser representative in 4 states. The first approvals date from April 2026; the most recent is Florida, in June 2026.
- FloridaSince 9 June 2026
- IllinoisSince 30 April 2026
- New YorkSince 30 April 2026
- TexasSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 May 2018 |
| Series 7 | General Securities Representative Examination | 28 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cherry Gayle Laska
- CRD
- 2459512
- Firm
- Trillium Wealth · CRD 341186
- Role
- Partner and Wealth Advisor
- Office
- 230 S NEW YORK AVE, SUITE 200, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trillium-wealth.com
Where does Cherry Laska work?
Cherry Laska has been Partner and Wealth Advisor of Trillium Wealth LLC since July 2024, and is a control person of the firm.
Is Cherry Laska a financial advisor?
Yes. Cherry Laska has a current investment-adviser registration in Florida, Illinois, New York and Texas, through Trillium Wealth since April 2026.
How many years of experience does Cherry Laska have?
Cherry Laska has 8 years in the financial industry, since March 2018, across 4 adviser firms.
What exams has Cherry Laska passed?
Cherry Laska has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Cherry Laska with the SIE, which began in October 2018.
Where did Cherry Laska work before Trillium Wealth?
Before Trillium Wealth, Cherry Laska was registered through Capital Financial Services LLC, January 2023 to December 2023; Morgan Stanley, May 2018 to February 2022.
Where is Cherry Laska based?
Cherry Laska’s registered office is in Winter Park, FL.
Is Cherry Laska registered with FINRA?
No. Cherry Laska has no current broker registration.
Is Cherry Laska a CFP?
Trillium Wealth lists Cherry Laska with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Cherry Laska, CFP®, CPWA® biography, trillium-wealth.com
How can I verify Cherry Laska’s record?
Search CRD 2459512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cherry Laska’s full registration record.
