Unclaimed Profile

David Steven Breslin

CATALYTIC WEALTH RIA, LLC·CAMBRIDGE, Massachusetts

SIE, Series 3, Series 7, Series 9, Series 10, Series 6624 years registeredCATALYTIC WEALTH RIA, LLC

20 UNIVERSITY ROAD, CAMBRIDGE, MA 02138CRD# 4469179Firm CRD# 327269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Steven Breslin · CAMBRIDGE, MA

Registration

CRD #4469179 · CATALYTIC WEALTH RIA, LLC · 24 years registered

Brand Profile

Not yet started

Career History

GC WEALTH MANAGEMENT RIA, LLC

Sep 2023 – present

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Feb 2016 – May 2023

San Francisco, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2005 – Feb 2016

SAN FRANCISCO, CA

MERRILL LYNCH INVESTMENT MANAGERS LP

Jun 2002 – Nov 2005

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · June 20, 2002

Years registered · 24

Disclosure History

2012Customer Dispute·Denied

2007Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GC WEALTH MANAGEMENT RIA, LLC

CRD 327269 · SEC 801-128318

AUM

$2.1B

Regulatory assets under management

Employees

856 client accounts

Services offered by GC WEALTH MANAGEMENT RIA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GC WEALTH MANAGEMENT RIA, LLC →

Introduction

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Frequently Asked Questions

What services does David Steven Breslin offer?

David Steven Breslin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are David Steven Breslin's credentials?

David Steven Breslin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Steven Breslin located?

David Steven Breslin is based in CAMBRIDGE, Massachusetts, working with CATALYTIC WEALTH RIA, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does David Steven Breslin charge for services?

David Steven Breslin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CATALYTIC WEALTH RIA, LLC?

CATALYTIC WEALTH RIA, LLC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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