Best Investors Account Sign in
Inactive

Abigail Rose Lee

Gc Wealth Management Ria, LLC

Cambridge, MA

Claim This Profile
Current Employers
Gc Wealth Management Ria, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-04
  • MA RA
    APPROVED
    Since 2023-10-04

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 08/2020 04/2021
Gettysburg College Gettysburg PA 08/2016 05/2020
Gettysburg College Gettysburg PA 08/2017 05/2020
Nona's Homemade Ice Cream Hingham MA 08/2015 08/2017
Unemployed Hingham MA 06/2020 07/2020
First Republic Investment Management, Inc Boston MA 04/2021 09/2023
First Republic Securities Company, Llc Boston MA 04/2021 09/2023
Catalytic Wealth Management Cambridge MA 09/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-09
S63 Uniform Securities Agent State Law Examination 2020-09-24
  • 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

View on SEC IAPD

Other Firms

GENERAL CATALYST
G20 CAPITAL MANAGEMENT, LLC
CATALYST IMPACT PARTNERS CORP.
EDULAB CAPITAL MANAGEMENT COMPANY, LLC
KSI ADVISORS, LLC
KENDALL INVESTMENTS, LLC
VIRAJ CAPITAL, LLC
FAYERWEATHER MANAGEMENT, LLC

Other Investors

DARIN M SOUZA
CHRISTINE MICHELLE VASQUEZ
Jeremy Parsels
William A Grinnell
JOSEPH JAMES MATHEWS
Sotiria Basia Sgouros
Shelter Deedra Wein
Christopher James Wolfe

Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA
FAYERWEATHER MANAGEMENT, LLC · CAMBRIDGE, MA

More in Cambridge, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor