Ketan Desai
Investment adviser representative at Gc Wealth Management Ria, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Gc Wealth Management Ria, LLCMay 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to May 2025
- J.P. Morgan Securities LLCSep 2023 to May 2025
- First Republic Investment Management, IncDec 2021 to May 2025
- First Republic Securities Company, LLCDec 2021 to Sep 2023
- Umpqua BankSep 2017 to Dec 2021
- Umpqua InvestmentsSep 2017 to Apr 2021
- UnemployedMay 2017 to Sep 2017
- Bp Wealth Management, LLCNov 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2640690
- Firm CRD
- 327269