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David Steven Breslin

Gc Wealth Management Ria, LLC

San Francisco, CA

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Current Employers
Gc Wealth Management Ria, Llc

20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-29
  • CA RA
    APPROVED
    Since 2023-09-29

Branch Locations

75 Hawthorne St Suite 2300, San Francisco, CA 94105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company Llc San Francisco CA 02/2016 09/2023
First Republic Investment Management, Inc San Francisco CA 02/2016 09/2023
Gc Wealth Management Ria, Llc Cambridge MA 05/2023 Present
  • 02/2016 → 09/2023
    First Republic Securities Company Llc
    San Francisco, CA
  • 02/2016 → 09/2023
    First Republic Investment Management, Inc
    San Francisco, CA
  • 05/2023 → Present
    Gc Wealth Management Ria, Llc
    Cambridge, MA
Previous Registrations
  • 2016-02-26 → 2023-05-19
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2005-11-09 → 2016-02-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    New York, NY
    New York, NY
    San Francisco, CA
  • 2002-06-20 → 2005-11-09
    Merrill Lynch Investment Managers Lp
    Princeton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-19
  • S66 Uniform Combined State Law Examination
    2002-03-19
Other Names
  • David S Breslin
  • David Breslin

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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