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Inactive

Shelter Deedra Wein

Gc Wealth Management Ria, LLC

Cambridge, MA

Jackson, WY

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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
WY RA APPROVED 2024-09-06
  • WY RA
    APPROVED
    Since 2024-09-06

Branch Locations

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

172 Center St Ste 202, Jackson, WY 83001 • 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
Catalytic Wealth Management Cambridge MA 09/2023 Present
First Republic Bank Jackson WY 03/2019 09/2023
Cambridge Associates Jackson WY 05/2018 03/2019
Stio Jackson WY 07/2017 05/2018
Unemployed New York NY 04/2017 07/2017
Essence New York NY 12/2015 07/2017
  • 09/2023 → Present
    Catalytic Wealth Management
    Cambridge, MA
  • 03/2019 → 09/2023
    First Republic Bank
    Jackson, WY
  • 05/2018 → 03/2019
    Cambridge Associates
    Jackson, WY
  • 07/2017 → 05/2018
    Stio
    Jackson, WY
  • 04/2017 → 07/2017
    Unemployed
    New York, NY
  • 12/2015 → 07/2017
    Essence
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
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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
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