Unclaimed Profile

Cherry Gayle Laska

CAPITAL FINANCIAL SERVICES LLC·CLIFTON PARK, New York

SIE, Series 7, Series 66CFPClean record8 years registeredCAPITAL FINANCIAL SERVICES LLC

855 ROUTE 146, CLIFTON PARK, NY 12065CRD# 2459512Firm CRD# 107960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cherry Gayle Laska · CLIFTON PARK, NY

Registration

CRD #2459512 · CAPITAL FINANCIAL SERVICES LLC · 8 years registered

Brand Profile

Not yet started

Career History

TRILLIUM WEALTH LLC

Apr 2026 – present

CAPITAL FINANCIAL SERVICES LLC

Jan 2023 – Dec 2023

CLIFTON PARK, NY

CWM, LLC

Feb 2022 – May 2026

Winter Park, FL

MORGAN STANLEY

May 2018 – Feb 2022

Orlando, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 2, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FINANCIAL SERVICES LLC

CRD 107960 · SEC 801-57725

AUM

$128M

Regulatory assets under management

Employees

484 client accounts

Services offered by CAPITAL FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Cherry Gayle Laska offer?

Cherry Gayle Laska specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.

What are Cherry Gayle Laska's credentials?

Cherry Gayle Laska holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cherry Gayle Laska located?

Cherry Gayle Laska is based in CLIFTON PARK, New York, working with CAPITAL FINANCIAL SERVICES LLC. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.

How does Cherry Gayle Laska charge for services?

Cherry Gayle Laska's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FINANCIAL SERVICES LLC?

CAPITAL FINANCIAL SERVICES LLC has approximately 5 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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