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David Steven Breslin

Investment Adviser Representative at GC WEALTH MANAGEMENT RIA, LLC

San Francisco, CACRD #4469179Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Steven Breslin has worked in the securities industry since 2002. They have passed the Series 66, 10, 9, 7, and 3 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/19/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 1/28/2009
Series 7
General Securities Representative Examination
Passed 12/5/2001
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 11/13/2014
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/3/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

GC Wealth Management RIA, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GC WEALTH MANAGEMENT RIA, LLCCurrent
9/29/2023San Francisco, CA
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
2/26/20165/19/2023San Francisco, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/9/20052/17/2016San Francisco, CA
MERRILL LYNCH INVESTMENT MANAGERS LP
6/20/200211/9/2005Princeton, NJ

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Steven Breslin 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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David Steven Breslin - Financial Advisor in San Francisco, CA | AdvisorFinder