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Gc Wealth Management Ria, LLC CRD 327269
$5.83B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED_RES | 2023-10-30 |
| WY | RA | APPROVED | 2023-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Jackson | WY | 01/2018 | 09/2023 |
| First Republic Securities Company, Llc | Jackson | WY | 01/2018 | 09/2023 |
| Gc Wealth Management Ria, Llc | Cambridge | MA | 09/2023 | Present |
| Goldman, Sachs & Co | Los Angeles | CA | 12/2004 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
| S66 | Uniform Combined State Law Examination | 2005-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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