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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-12 |
| CA | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED_RES | 2025-05-20 |
Branch Locations
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
800 Connecticut Avenue, Nw Floor 3, Suite 315, Washington, DC 20006 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 06/1998 | 05/2019 |
| Bank Of America,Na | Palo Alto | CA | 09/2009 | 05/2019 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2019 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 05/2019 | 05/2025 |
| J.P. Morgan Securities Llc | Washington | DC | 09/2023 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 10/2023 | 05/2025 |
| Gc Wealth Management Ria, Llc | Washington | DC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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