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Althea E Maravelas

GCB PRIVATE WEALTH
Anoka, MN
·CRD# 5094765·20 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Althea Maravelas

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

Current

GCB PRIVATE WEALTHCurrent·CRD# 292356
RIA
Anoka, MN
June 30, 2025 - Present

Past

MORGAN STANLEYPast·CRD# 149777
RIA
Wayzata, MN
January 24, 2023 - July 26, 2023
MORGAN STANLEYPast·CRD# 149777
BD
Wayzata, MN
January 1, 2023 - July 26, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Minneapolis, MN
June 29, 2010 - May 7, 2012
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Minneapolis, MN
December 4, 2008 - June 22, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Santa Fe, NM
May 11, 2006 - December 1, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Santa Fe, NM
April 13, 2006 - December 1, 2006

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Current Firm

GP
GCB PRIVATE WEALTH

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

CRD#: 292356
California
Registered Investment Advisory firm - California (12/11/2023 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (7/17/2023 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (8/8/2025 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (3/23/2018 Approved)
New York
Registered Investment Advisory firm - New York (4/11/2018 Approved)
Texas
Registered Investment Advisory firm - Texas (7/6/2021 Approved)

Contact Information

Main Address

Austin, TX

Phone Number

(973) 685-5699

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

156

AUM (Assets Under Management)

$39,633,308

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2022About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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