Nichole Eileen Heidrick
Investment adviser representative at Gc Wealth Management Ria, LLC
18 yearsExperience
3 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
18 years in the industry.
- Gc Wealth Management Ria, LLCJan 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2024
- First Republic Investment Management, Inc.Feb 2020 to Jan 2024
- First Republic Securities Company, LLCFeb 2020 to Sep 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2020
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.Jun 2008 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, WA).
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
- 4858488
- Firm CRD
- 327269