William A Grinnell
Investment adviser representative at Gc Wealth Management Ria, LLC
7 yearsExperience
2 statesRegistered in
$5.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Gc Wealth Management Ria, LLCMay 2024 to now
- Catalytic Wealth ManagementNov 2023 to now
- J.P. Morgan Securities LLCJul 2023 to Oct 2023
- First Republic Investment Management, Inc.Feb 2018 to Jun 2023
- First Republic Securities Company, LLCFeb 2018 to Jun 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2018
- Wells Fargo Advisors LLC.Jan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, VT).
Gc Wealth Management Ria, LLC
$5.8BAssets managed
247Clients
35Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1797324
- Firm CRD
- 327269