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Gc Wealth Management Ria, LLC CRD 327269
$5.83B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
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