Richard Y Chan
Investment adviser representative at Gc Wealth Management Ria, LLC
14 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
14 years in the industry.
- Gc Wealth Management Ria, LLCFeb 2026 to now
- J.P. Morgan Securities LLCJun 2025 to Feb 2026
- JPMorgan Chase Bank, N.A.Jul 2023 to Feb 2026
- First Republic BankSep 2012 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8124807
- Firm CRD
- 327269