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Gilbert J Addeo

Axos Clearing LLC

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About Gilbert J Addeo

Gilbert J. Addeo is a financial professional with over 18 years of experience in the securities industry. Gilbert has a broad background in the financial services industry, having worked with FIS Brokerage & Securities Services LLC, Investment Placement Group, Pershing LLC, Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp. in the past. Currently Gilbert J. Addeo is registered with Axos Clearing LLC, which is located in Omaha, NE. Gilbert holds a Series 7, 24, 63, SIE, and Series 99TO license. Gilbert is registered in the state of California.

Firm Information

Gilbert Addeo is currently registered with Axos Clearing LLC. Axos Clearing LLC is a Limited Liability Company formed in 2004 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration and is regulated by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

133

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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Gilbert Addeo’s Registration & Firm History

NE

03/26/2024 - Present

Axos Clearing LLC (Omaha NE)

IL

10/05/2020 - 11/03/2022

FIS BROKERAGE & SECURITIES SERVICES LLC (BOLINGBROOK IL)

CA

07/10/2015 - 08/19/2019

INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)

NJ

01/14/2008 - 07/02/2015

PERSHING LLC (JERSEY CITY NJ)

NY

03/25/2003 - 11/09/2007

BEAR, STEARNS & CO. INC. (BROOKLYN NY)

NY

03/25/2003 - 11/09/2007

BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 07/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gilbert J Addeo.
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