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Federica Elisheva Roth

Gc Wealth Management Ria, LLC

Cambridge, MA

San Francisco, CA

CRD 8090105

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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:

Current Employers
Gc Wealth Management Ria, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-16

Branch Locations

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

75 Hawthorne Street, San Francisco, CA 94105 • 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
Gc Wealth Management Ria, Llc Cambridge MA 04/2025 Present
Unemployed Cambridge 09/2023 08/2024
Stanford Management Company Stanford CA 09/2018 06/2023
Unemployed Baltimore MD 06/2018 09/2018
Stanford University Stanford CA 04/2016 06/2018
Unemployed Dillon Beach CA 08/2024 04/2025
  • 04/2025 → Present
    Cambridge, MA
  • 09/2023 → 08/2024
    Unemployed
    Cambridge
  • 09/2018 → 06/2023
    Stanford Management Company
    Stanford, CA
  • 06/2018 → 09/2018
    Unemployed
    Baltimore, MD
  • 04/2016 → 06/2018
    Stanford University
    Stanford, CA
  • 08/2024 → 04/2025
    Unemployed
    Dillon Beach, CA
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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