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YH

Yin Chung Huang

GC WEALTH MANAGEMENT RIA
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7497659
YH

Professional summary


Yin Chung Huang, who also goes by Ben Huang, is a registered financial advisor currently at GC WEALTH MANAGEMENT RIA, LLC located in Bellevue, Washington.

Yin Chung is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Yin Chung has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ben Huang

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 Yin Chung Huang'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

January 19, 2024 - Present

GC WEALTH MANAGEMENT RIA, LLC

Office #1: 500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
RIA
CRD#: 327269
Bellevue, WA
Past

September 29, 2023 - January 20, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Bellevue, WA
Past

June 7, 2022 - January 22, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
Bellevue, WA
Past

March 4, 2022 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
Bellevue, WA

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
Washington
(1/19/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2022
General Securities Representative Examination
General Industry/Product Exam

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)
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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
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#: 327269Bellevue, WA 98004

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