Bryce Cleveland
Investment Adviser Representative at GREY FOX Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryce Cleveland is an investment adviser representative with GREY FOX Wealth Advisors, LLC in Rockland, DE, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Great Valley Advisor Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Delaware, Pennsylvania, and Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Delaware, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cleveland & CompanyOct 2022 – Aug 2025Exton, PA
- GVADec 2020 – no end date reportedBerwyn, PA
- KPMG LLPSep 2019 – Nov 2020Philadelphia, PA
- WegmansMay 2018 – Sep 2019West Chester, PA
- Chester County Community FoundationMay 2017 – May 2019West Chester, PA
- West Chester UniversityAug 2015 – May 2019West Chester, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GREY FOX Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Rockland, DE
- SEC file number:
- 801-122007
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at GREY FOX Wealth Advisors, LLC
10 other advisors in the directory
Similar advisors in Rockland, DE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryce Cleveland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched