Sotiria Basia Sgouros
Investment adviser representative at Gc Wealth Management Ria, LLC
11 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
11 years in the industry.
- Gc Wealth Management Ria, LLCMay 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to now
- First Republic Investment Management, IncJun 2019 to now
- First Republic Securities Company, LLCDec 2020 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith, IncMay 2016 to Jun 2019
- Christopher Newport UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, DC, VA).
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
- 6655649
- Firm CRD
- 327269