Ketan Desai

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

• 11/2014 → 05/2017
  Bp Wealth Management, Llc
  San Francisco, CA
• 09/2017 → 04/2021
  Umpqua Investments
  San Francisco, CA
• 09/2017 → 12/2021
  Umpqua Bank
  San Francisco, CA
• 12/2021 → 09/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 12/2021 → 05/2025
  First Republic Investment Management, Inc
  San Francisco, CA
• 05/2017 → 09/2017
  Unemployed
  San Francisco, CA
• 09/2023 → 05/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 05/2025
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 05/2025 → Present
  Gc Wealth Management Ria, Llc
  Washington, DC

Previous Registrations

• 2024-05-03 → 2025-05-22
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA
• 2021-12-22 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
• 2017-09-29 → 2021-12-17
  Steward Partners Investment Solutions, Llc
  San Francisco, CA
• 2015-03-06 → 2017-05-19
  Svb Wealth
  San Francisco, CA
  Boston, MA
• 2011-04-04 → 2012-07-03
  Comerica Securities
  San Francisco, CA
• 2001-12-11 → 2006-04-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-04
• S65 Uniform Investment Adviser Law Examination
  2015-03-06
• S66 Uniform Combined State Law Examination
  2011-03-31

Other Names

• Ketan Desai
• Ketan Anil Desai