Executive Vice President · GC Wealth Management RIA, LLC
David S. Breslin
CRD 4469179 · Named on Form ADV at one SEC-registered adviser
At a glance
GC Wealth Management RIA, LLC, an SEC-registered wealth manager based in Cambridge, MA with $5.8 billion in regulatory assets, lists David S. Breslin on its Form ADV as Executive Vice President, a control person.
Firms and roles
- GC Wealth Management RIA, LLCExecutive Vice PresidentWealth manager · Cambridge, MA · $5.8B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark J. AllenChief Financial Officer, GC Wealth Management RIA, LLC
- Jessica R. HaleChief Compliance Officer and Chief Legal Officer, GC Wealth Management RIA, LLC
- Christopher J. WolfeChief Investment Officer, GC Wealth Management RIA, LLC
- Robert ThorntonChief Executive Officer, GC Wealth Management RIA, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.