Chelsea Nichole Toledo
Investment Adviser Representative at GC Wealth Management RIA, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chelsea Nichole Toledo is an investment adviser representative with GC Wealth Management RIA, LLC in Jackson, WY, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with First Republic Investment Management, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wyoming.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Republic Securities Company, LLCNov 2020 – Sep 2023Jackson, WY
- First Republic Investment Management, IncJun 2019 – Sep 2023Jackson, WY
- Sands WhitewaterMay 2017 – Aug 2017Jackson, WY
- Local Restaurant & BarDec 2018 – Jun 2019Jackson, WY
- Four Seasons Hotels and ResortsMay 2018 – Mar 2019Teton Village, WY
- Summit Canyon MountaineeringMay 2016 – Dec 2017Grand Junction, CO
- Colorado Mesa UniversityAug 2013 – May 2018Grand Junction, CO
- Powderhorn Mountain ResortDec 2016 – Mar 2017Mesa, CO
- Roasted Espresso and SubsMar 2017 – May 2017Grand Junction, CO
- The Handle Bar at the Four SeasonsDec 2017 – Apr 2018Teton Village, WY
- Catalytic Wealth ManagementSep 2023 – no end date reportedCambridge, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GC Wealth Management RIA, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Services span early-stage planning (QSBS, 83(b) elections, equity compensation, ownership/titling structure, estate planning, cash flow planning), growth-stage planning (RSU and option planning, concentrated stock management, education and legacy planning, tax-efficient gifting), pre-liquidity event structuring (multi-scenario tax planning, diversification, IPO and M&A coordination), and established/multigenerational wealth management (multi-entity balance sheet management, coordinated investment and tax planning, philanthropic counsel, legacy planning, family governance, and aggregated reporting).
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 34
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Cambridge, MA
- SEC file number:
- 801-128318
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at GC Wealth Management RIA, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chelsea Nichole Toledo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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