Darin M. Souza

GC WEALTH MANAGEMENT RIA | Managing Director

Cambridge, MA 02138

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CRD#: 4981768

Professional summary

Darin M Souza is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Cambridge, Massachusetts.

Darin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Darin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Loans/credit services

Trading individual securities

Executive services/Equity comp...

Financial planning

Trust & estate planning

Philanthropic services

Retirement planning

What is your current number of clients?

Under 100

What is your minimum asset requirement?

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.

1) Name: Cohasset MA's Community Preservation Committee Cohasset MA; Investment-related: No; Nature of Business: Community Preservation; Role: Committee Member; Duties: serving on the Committee; Start Date: 6/1/2023; Number of hours per month: 4; Number of hours during trading: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darin M Souza's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 12, 2023 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 20 University Road 4th Floor, Cambridge, MA 02138

RIA

CRD#: 327269

Cambridge, MA

Past

March 12, 2018 - October 2, 2023

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Boston, MA

Past

March 2, 2018 - October 2, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

BOSTON, MA

Past

February 16, 2016 - March 6, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOSTON, MA

Past

February 16, 2016 - March 6, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOSTON, MA

Past

August 8, 2008 - March 8, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

BOSTON, MA

Past

August 8, 2008 - March 8, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

BOSTON, MA

Past

August 31, 2006 - August 21, 2008

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

BOSTON, MA

Past

August 29, 2006 - August 21, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

BOSTON, MA

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".

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
(10/27/2025)

IAR

Massachusetts
(10/12/2023)

IAR

New York
(10/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2006

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	880
AUM (Assets Under Management)	$ 2,153,349,029

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Darin M. Souza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darin M Souza's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

GC WEALTH MANAGEMENT RIA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2006

Current Firm

GC WEALTH MANAGEMENT RIA, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GC WEALTH MANAGEMENT RIA, LLC

TRUST BUT VERIFY

Contact information

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