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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-25 |
Branch Locations
75 Hawthorne Street Suite 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | San Francisco | CA | 06/2013 | 01/2018 |
| Ubs Financial Services Inc. | San Francisco | CA | 02/2018 | 08/2020 |
| First Republic Investment Management, Inc | San Francisco | CA | 09/2020 | 05/2025 |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2020 | 10/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 05/2024 |
| Gc Wealth Management Ria, Llc | San Francisco | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-21 |
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