Advisor at GC Wealth Management RIA, LLC
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Firm
GC Wealth Management RIA, LLC
Location
Washington, DC 20006
Credentials
Series 66
Industry experience
5 years
Sotiria Sgouros is a financial advisor at GC Wealth Management RIA, LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, First Republic Securities Company, and J.P. Morgan Securities. GC Wealth Management RIA, LLC provides discretionary investment management and financial planning services to institutional and individual clients, including high-net-worth and ultra-high-net-worth individuals, trusts, families, foundations, and charitable organizations. The firm employs a broad investment approach that includes public equities, private funds, alternatives, and separately managed accounts, typically offering full investment discretion under management agreements.
Based on GC Wealth Management RIA, LLC
Based on GC Wealth Management RIA, LLC
Founders Membership annual fee of $10,000 for a two-year term (currently waived for pilot phase participants)
Founders Membership annual fee of $10,000 for a two-year term (subscription-like fee)
Minimum fee: Annual Advisory Fee minimum for separate account services (amount not specified, negotiable and waivable) Fee-only: Negotiable fixed fees for financial planning and consulting
800 Connecticut Avenue, Nw, Floor 4, Suite 315
Washington, DC 20006
California · District of Columbia · Virginia
GC Wealth Management RIA, LLC
2025 - Present (1 year)
JP MORGAN CHASE BANK, N.A.
2023 - Present (3 years)
J.P. Morgan Securities
2023 - Present (3 years)
First Republic Securities Company, LLC
2020 - 2023 (3 years)
First Republic Investment Management, Inc
2019 - Present (7 years)
Merrill Lynch, Pierce, Fenner & Smith, Inc
2016 - 2019 (3 years)
Christopher Newport University
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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David N. Hainsworth, C.P.A., P.C.
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Washington, DC
SHB Advisors
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