Abigail Rose Lee
Investment adviser representative at Gc Wealth Management Ria, LLC
11 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
11 years in the industry.
- Gc Wealth Management Ria, LLCOct 2023 to now
- Catalytic Wealth ManagementSep 2023 to now
- First Republic Investment Management, IncApr 2021 to Sep 2023
- First Republic Securities Company, LLCApr 2021 to Sep 2023
- The Vanguard Group, Inc.Aug 2020 to Apr 2021
- UnemployedJun 2020 to Jul 2020
- Gettysburg CollegeAug 2016 to May 2020
- Nona's Homemade Ice CreamAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7284700
- Firm CRD
- 327269