Rohan Munsif
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.
Rohan Munsif is an investment adviser representative with GC Wealth Management RIA, LLC in Washington, DC, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 3 firms, including J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California and District of Columbia.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, District of Columbia
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.
- AllianceBernsteinJun 2016 – Feb 2021San Francisco, CA
- First Republic Investment Management, IncFeb 2021 – May 2025Washington, DC
- First Republic Securities Company, LLCFeb 2021 – Oct 2023San Francisco, CA
- J.p. Morgan Securities LLCSep 2023 – May 2025San Francisco, CA
- JP Morgan Chase BANK, N.A.Oct 2023 – May 2025Washington, DC
- GC Wealth Management RIA, LLCMay 2025 – no end date reportedWashington, DC
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
Showing 12 of 34 in the directory
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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. Rohan Munsif 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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