Richard Todd Will JR.
CFP®Professional Summary
Richard Todd Will JR., CFP®, who also goes by Ricky Todd Will Jr., is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Jackson, Wyoming. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Richard Todd Will JR., Ricky Todd Will Jr.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
Credentials
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
Current Firm
CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC
Contact Information
Main Address
20 University Road 4th Floor, Cambridge, MA 02138-5815Phone Number
(617) 234-7000# of Employees
44SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,731AUM (Assets Under Management)
$5,832,937,576Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/24/2026 | Cover Page | Report |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
Primary Firm SEC Registration
CATALYTIC WEALTH MANAGEMENT | GENOMIC WEALTH RIA, LLC | GENOMIC WEALTH MANAGEMENT | GC WEALTH MANAGEMENT RIA, LLC | CATALYTIC WEALTH RIA, LLC
State Registrations and Notice Filings
(10/28/2025)
(10/27/2023)
(9/29/2023)
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES
CRS (Client Relationship Summary) - RIA
Click below to view Richard Todd Will JR.'s CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC
OPPENHEIMER & CO. INC.
EDWARD JONES