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Gerard Thomas Marini

BAY Crest Partners, LLC

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About Gerard Thomas Marini

Gerard Marini is a financial advisor with over 30 years of experience in the industry. Gerard is currently registered with Bay Crest Partners, LLC, a firm with a focus on providing financial guidance to individuals and families. Prior to joining Bay Crest Partners, LLC, Gerard held positions with several other prominent financial firms, including Whitaker Securities LLC, Seaboard Securities, Inc., Raymond James Financial Services, Inc., and Lehman Brothers Inc. Gerard holds Series 7, 9, 63 and SIE licenses. Gerard is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs and goals.

Firm Information

Gerard Marini is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gerard Marini’s Registration & Firm History

NY

06/27/2023 - Present

BAY Crest Partners, LLC (NEW YORK NY)

NY

03/27/2008 - 06/26/2023

WHITAKER SECURITIES LLC (NEW YORK NY)

NY

07/14/2003 - 04/01/2008

SEABOARD SECURITIES, INC. (NEW YORK NY)

FL

01/15/2003 - 07/15/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

10/11/2000 - 01/17/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/16/1998 - 10/09/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

07/03/1996 - 11/25/1998

CIBC OPPENHEIMER CORP. (NEW YORK NY)

NY

01/26/1990 - 07/19/1996

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/26/1990 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

NA

01/26/1990 - 07/18/1994

LEHMAN SPECIAL SECURITIES INC.

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Licenses & Designations

BC

Issued 10/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerard Thomas Marini.
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