David Breslin has been Executive Vice President of GC Wealth Management RIA since June 2023, is a control person of the firm and directly owns under 5% of it. David Breslin holds an Executive Development Program from The Wharton School, University of Pennsylvania. David Breslin studied at the University of Vermont.
GC Wealth Management RIA, LLC is a Cambridge, MA firm with $5.83B under management, 247 clients and 34 advisers across 6 offices, as of its March 2026 filing.
Dave Breslin is Executive Vice President of GC Wealth. Breslin leads GC Wealth’s Wealth Managers and their associates and is responsible for operations, the technology platform, and industry formation and new capabilities. Breslin joined General Catalyst in 2023, following seven years at First Republic and seventeen years at Merrill Lynch.
David Breslin’s longest registration was 10 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2005–2016). Before joining GC Wealth Management RIA in 2023, David Breslin was registered through First Republic Investment Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 327269
- First Republic Investment Management, Inc.– · 7 yearsSan Francisco, CA · Adviser representative · Firm CRD 108559
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 10 yearsSan Francisco, CA · Adviser representative · Firm CRD 7691
- Merrill Lynch Investment Managers LP– · 3 yearsPrinceton, NJ · Adviser representative · Firm CRD 105068
Investment adviser representative registrations
David Breslin is registered as an investment adviser representative in California, since September 2023.
- CaliforniaSince 29 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 13 November 2014 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 3 July 2013 |
| Series 3 | National Commodity Futures Examination | 28 January 2009 |
| Series 66 | Uniform Combined State Law Examination | 19 March 2002 |
| Series 7 | General Securities Representative Examination | 5 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Steven Breslin
- CRD
- 4469179
- Firm
- GC Wealth Management RIA · CRD 327269
- Role
- Executive Vice President
- Office
- 75 Hawthorne St, Suite 2300, San Francisco, CA 94105
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- generalcatalyst.com
Where does David Breslin work?
David Breslin has been Executive Vice President of GC Wealth Management RIA, LLC since June 2023, and is a control person of the firm.
Is David Breslin a financial advisor?
Yes. David Breslin has a current investment-adviser registration in California, through GC Wealth Management RIA since September 2023.
How many years of experience does David Breslin have?
David Breslin has 24 years in the financial industry, since April 2002, across 4 adviser firms.
What exams has David Breslin passed?
David Breslin has passed 5 licensing exams: the Series 7, Series 66, Series 3, Series 9 and Series 10. The earliest, the Series 7, was passed in December 2001. FINRA credited David Breslin with the SIE, which began in October 2018.
Where did David Breslin work before GC Wealth Management RIA?
Before GC Wealth Management RIA, David Breslin was registered through First Republic Investment Management, Inc., February 2016 to May 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2005 to February 2016; Merrill Lynch Investment Managers LP, June 2002 to November 2005.
Where is David Breslin based?
David Breslin’s registered office is in San Francisco, CA.
Is David Breslin registered with FINRA?
No. David Breslin has no current broker registration.
How can I verify David Breslin’s record?
Search CRD 4469179 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Breslin’s full registration record.
