Abigail Rose Lee

Employer firm

Gc Wealth Management Ria, LLC CRD 327269

$5.83B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 04/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2016 → 05/2020
  Gettysburg College
  Gettysburg, PA
• 08/2017 → 05/2020
  Gettysburg College
  Gettysburg, PA
• 08/2015 → 08/2017
  Nona's Homemade Ice Cream
  Hingham, MA
• 06/2020 → 07/2020
  Unemployed
  Hingham, MA
• 04/2021 → 09/2023
  First Republic Investment Management, Inc
  Boston, MA
• 04/2021 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 09/2023 → Present
  Catalytic Wealth Management
  Cambridge, MA

Previous Registrations

• 2022-02-23 → 2023-10-02
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-09
• S63 Uniform Securities Agent State Law Examination
  2020-09-24

Other Names

• Abbie Rose Lee
• Abigail Rose Lee
• Abigail Lee