Chelsea Nichole Toledo

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

• 11/2020 → 09/2023
  First Republic Securities Company, Llc
  Jackson, WY
• 06/2019 → 09/2023
  First Republic Investment Management, Inc
  Jackson, WY
• 05/2017 → 08/2017
  Sands Whitewater
  Jackson, WY
• 12/2018 → 06/2019
  Local Restaurant & Bar
  Jackson, WY
• 05/2018 → 03/2019
  Four Seasons Hotels And Resorts
  Teton Village, WY
• 05/2016 → 12/2017
  Summit Canyon Mountaineering
  Grand Junction, CO
• 08/2013 → 05/2018
  Colorado Mesa University
  Grand Junction, CO
• 12/2016 → 03/2017
  Powderhorn Mountain Resort
  Mesa, CO
• 03/2017 → 05/2017
  Roasted Espresso And Subs
  Grand Junction, CO
• 12/2017 → 04/2018
  The Handle Bar At The Four Seasons
  Teton Village, WY
• 09/2023 → Present
  Catalytic Wealth Management
  Cambridge, MA

Previous Registrations

• 2021-11-05 → 2023-10-02
  J.P. Morgan Private Wealth Advisors Llc
  Jackson, WY

Other Businesses

Owner of Chelsea Toledo Photography - Photography/Art, non-investment related, spend 15 hours/month (0 trading hours)

Exams

• S66 Uniform Combined State Law Examination
  2021-11-04