Chelsea N. Toledo

GC WEALTH MANAGEMENT RIA

Jackson, WY 83001

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CRD#: 7314459

Professional summary

Chelsea Nichole Toledo is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Jackson, Wyoming.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chelsea has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

Owner of Chelsea Toledo Photography - Photography/Art, non-investment related, spend 15 hours/month (0 trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Nichole Toledo'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

September 29, 2023 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 172 N Center St Ste 202, Jackson, WY 83001

RIA

CRD#: 327269

Jackson, WY

Past

November 5, 2021 - October 2, 2023

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Jackson, WY

Past

March 1, 2021 - October 2, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

Jackson, WY

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

Wyoming
(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

State Security Law Exam

IAR

Series 66

Date: 11/4/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2020

Securities Industry Essentials 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.

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Chelsea N. Toledo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Nichole Toledo's CRS (Customer Relationship Summary).

Certified licenses

Experience

GC WEALTH MANAGEMENT RIA, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

Primary Firm SEC Registration

GC WEALTH MANAGEMENT RIA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2021

Series 7TO

Date: 3/1/2021

SIE

Date: 2/21/2020

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

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