Richard Todd Will

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

• 02/2019 → 09/2023
  First Republic Investment Management, Inc.
  Jackson, WY
• 02/2014 → 02/2019
  First Western
  Jackson, WY
• 09/2023 → Present
  Gc Wealth Management Ria, Llc
  Cambridge, MA

Previous Registrations

• 2019-02-12 → 2023-10-04
  J.P. Morgan Private Wealth Advisors Llc
  Jackson, WY
• 2012-09-13 → 2014-01-31
  Curi Capital, Llc
  Chicago, IL
• 2012-08-29 → 2014-01-31
  Rmb West, Llc
  Denver, CO
• 2010-03-29 → 2012-01-30
  Curi Capital, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-27

Designations

• Certified Financial Planner

Other Names

• Ricky Todd Will