Sarah Joshi
Investment adviser representative at Gc Wealth Management Ria, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$5.8BFirm assets
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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
10 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 Securities Company, LLCFeb 2022 to Oct 2023
- First Republic Investment Management. IncApr 2021 to May 2025
- Mcadam LLCJun 2020 to Mar 2021
- Yosemite X, IncJun 2019 to Aug 2019
- US House of RepresentativesJun 2018 to Aug 2018
- Urban Food FestMay 2017 to Aug 2017
- University of CaliforniaAug 2016 to May 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
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
- 7296504
- Firm CRD
- 327269