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RY

Riley Yang

GC WEALTH MANAGEMENT RIA
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 6222057
RY

Professional summary

Riley Yang is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in San Francisco, California.

Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Riley has worked at 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley Yang'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

May 25, 2025 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 75 Hawthorne Street, San Francisco, CA 94105
RIA
CRD#: 327269
San Francisco, CA
Past

March 12, 2024 - May 22, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SAN FRANCISCO, CA
Past

September 29, 2023 - May 22, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN FRANCISCO, CA
Past

September 14, 2020 - March 20, 2025

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
San Francisco, CA
Past

September 11, 2020 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
San Francisco, CA
Past

March 19, 2018 - September 8, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

February 22, 2018 - September 8, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN FRANCISCO, CA
Past

September 16, 2013 - February 2, 2018

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
SAN FRANCISCO, 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
(5/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/19/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/21/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2013
General Securities Representative Examination

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
Registered Investment Advisory firm - (8/3/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts880
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.

Company Information

GC WEALTH MANAGEMENT RIA, LLC

CRD#: 327269San Francisco, CA 94105

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