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Lindsay Gerardi

Raymond James Financial Services, Inc.

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About Lindsay Gerardi

Lindsay Gerardi is a financial advisor with Raymond James Financial Services, Inc. and is registered with the state of Florida. Lindsay has been in the industry since May 4, 2005, and has experience with Raymond James & Associates, Inc. and T. Rowe Price Investment Services, Inc. Lindsay has passed the Series 6, Series 7, Series 24, and Series 63 exams.

Firm Information

Lindsay Gerardi is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

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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Lindsay Gerardi’s Registration & Firm History

FL

02/22/2024 - Present

Raymond James Financial Services, Inc. (ST PETERSBURG FL)

FL

05/03/2005 - 07/10/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 11/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lindsay Gerardi.
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