Chelsea Nichole Toledo
Investment adviser representative at Gc Wealth Management Ria, LLC
13 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
13 years in the industry.
- Gc Wealth Management Ria, LLCSep 2023 to now
- Catalytic Wealth ManagementSep 2023 to now
- First Republic Securities Company, LLCNov 2020 to Sep 2023
- First Republic Investment Management, IncJun 2019 to Sep 2023
- Local Restaurant & BarDec 2018 to Jun 2019
- Four Seasons Hotels and ResortsMay 2018 to Mar 2019
- The Handle Bar At the Four SeasonsDec 2017 to Apr 2018
- Sands WhitewaterMay 2017 to Aug 2017
- Roasted Espresso and SubsMar 2017 to May 2017
- Powderhorn Mountain ResortDec 2016 to Mar 2017
- Summit Canyon MountaineeringMay 2016 to Dec 2017
- Colorado Mesa UniversityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 7314459
- Firm CRD
- 327269