Althea E. Maravelas

GCB PRIVATE WEALTH

Anoka, MN

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CRD#: 5094765

Professional summary

Althea E Maravelas, who also goes by Althea Maravelas, is a registered financial advisor currently at GCB PRIVATE WEALTH located in Anoka, Minnesota.

Althea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Althea has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Althea Maravelas

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.

*531268 - 9 DESIGN Group, LLC, dba 9 DESIGN, LLC; Investment related- No; Anoka, Minnesota; Wholesale/Distribution, Retail/Online Stores, Other; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2000; During business hours: 0; After business hours: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Althea E Maravelas'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®

None

Experience

Current

June 30, 2025 - Present

GCB PRIVATE WEALTH

RIA

CRD#: 292356

Anoka, MN

Past

January 24, 2023 - July 26, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Wayzata, MN

Past

January 1, 2023 - July 26, 2023

MORGAN STANLEY

CRD#: 149777

Wayzata, MN

Past

June 29, 2010 - May 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MINNEAPOLIS, MN

Past

December 4, 2008 - June 22, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MINNEAPOLIS, MN

Past

May 11, 2006 - December 1, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SANTA FE, NM

Past

April 13, 2006 - December 1, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SANTA FE, NM

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

Minnesota
(8/8/2025)

IAR

Texas
(6/30/2025)

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: 1/24/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/28/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2006

General Securities Representative Examination

Current Firm

GCB PRIVATE WEALTH

B2 GROUP LLC | GCB PRIVATE WEALTH LLC | GCB PRIVATE WEALTH

CRD#: 292356 / SEC#:

California

Registered Investment Advisory firm - (12/11/2023 Approved)

Louisiana

Registered Investment Advisory firm - (7/17/2023 Approved)

Minnesota

Registered Investment Advisory firm - (8/8/2025 Approved)

New Jersey

Registered Investment Advisory firm - (3/23/2018 Approved)

New York

Registered Investment Advisory firm - (4/11/2018 Approved)

Texas

Registered Investment Advisory firm - (7/6/2021 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(973) 685-5699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	154
AUM (Assets Under Management)	$ 35,833,635

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.

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Althea E. Maravelas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Althea E Maravelas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2023

Series 7TO

Date: 12/30/2022

SIE

Date: 11/28/2022

Series 7

Date: 4/12/2006

Current Firm

GCB PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GCB PRIVATE WEALTH

TRUST BUT VERIFY

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