AA
Arif Ahmed
GC WEALTH MANAGEMENT RIA
Washington, DC
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CRD#: 3099755
AA
Professional summary
Arif Ahmed is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Washington, District Of Columbia.
Arif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Arif has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Eames Institute Investment-related: No Nature of the business: Art Conservation Role: Board Member Start Date: 05/2019 Description of duties: Board related duties Number of hours each month: 4 hours Number of hours during trading: 0 Name: Jebbia Productions LLC Address: 211 East 43rd Street, New York, NY 10017 Investment-related: No Nature of the business: A move productions company founded by Joe Gebbia (Airbnb) to purchase productions related to the Olympics. Role: Secretary Start Date: 02/25/2021 Description of duties: Secretary Number of hours each month: 1 Number of hours during trading: 0 From time to time, I provide very limited commentary to existing advisory clients on investments outside of First Republic Securities Company in response to inquiries by the client. I do not receive any compensation in connection with such commentary. Name: Rockwood LLC Investment-related: No Nature of the business: LLC owns a residential home Role: Member Start Date: 0128/22 Description of duties: N/A Number of hours each month: 0 Number of hours during trading: 0
CRS (Client Relationship Summary) - RIA
Click below to view Arif Ahmed's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 20, 2025 - Present
GC WEALTH MANAGEMENT RIA, LLC
RIA
CRD#: 327269
Washington, DC
Past
March 26, 2024 - May 16, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Washington, DC
Past
September 29, 2023 - May 16, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Washington, DC
Past
May 24, 2019 - March 18, 2025
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
RIA
CRD#: 108559
San Francisco, CA
Past
May 24, 2019 - September 29, 2023
FIRST REPUBLIC SECURITIES COMPANY, LLC
BD
CRD#: 105108
Palo Alto, CA
Past
December 1, 1998 - May 28, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PALO ALTO, CA
Past
September 25, 1998 - May 28, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PALO ALTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GC WEALTH MANAGEMENT RIA, LLC
CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC
CRD#: 327269 / SEC#: 801-128318
RIA
Registered Investment Advisory firm - (8/3/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/20/2025)
IAR
District of Columbia(6/12/2025)
IAR
Texas(5/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GC WEALTH MANAGEMENT RIA, LLC
CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC
CRD#: 327269 / SEC#: 801-128318
RIA
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Contact information
Main Address
20 University Road 4th Floor, Cambridge, MA 02138-5815
Mailing Address
Phone number
(617) 234-7000
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 880 |
| AUM (Assets Under Management) | $ 2,153,349,029 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
