linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Gilardi

Interactive Brokers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Gilardi

Steven Gilardi is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with Interactive Brokers LLC and is located in Greenwich, Connecticut. Steven has a broad range of experience, having worked previously at Barclays Capital Inc. Steven holds the Series 63, Series 24, Series 99TO, SIE, and Series 7 licenses.

Firm Information

Steven Gilardi is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Gilardi’s Registration & Firm History

CT

08/02/2023 - Present

Interactive Brokers LLC (GREENWICH CT)

NY

01/25/2008 - 08/02/2023

BARCLAYS CAPITAL INC. (NEW YORK NY)

Not sure if Steven Gilardi is right for you?

Licenses & Designations

BC

Issued 04/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2022

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 01/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Gilardi.
Not sure if Steven Gilardi is right for you?