AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GC

Gerald J. Cardinale

REDBIRD BD LLC
Palm Beach, FL 33480
Some features on this profile are disabled
CRD#: 2535700
GC

Professional summary

Gerald Joseph Cardinale JR, who also goes by Gerald Joseph Cardinale, Gerry Cardinale Jr, is a registered financial professional currently at REDBIRD BD LLC located in Palm Beach, Florida.

Gerald is registered as a RR (Registered Representative) and started their career in finance in 1994. Gerald has worked at 3 firms and has passed the Series 99TO, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gerald Joseph Cardinale | Gerry Cardinale Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gerald Joseph Cardinale JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 1, 2019 - Present

REDBIRD BD LLC

Office #1: 440 Royal Palm Way Suite 301, Palm Beach, FL 33480
BD
CRD#: 297239
Palm Beach, FL
Past

January 23, 2013 - July 11, 2013

BDT & MSD PARTNERS, LLC

BD
CRD#: 150459
CHICAGO, IL
Past

October 12, 1994 - January 16, 2013

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/20/2020)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7
Date: 9/24/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/16/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RB
REDBIRD BD LLC
REDBIRD BD LLC | REDBIRD BD, LLC

CRD#: 297239 / SEC#: , 8-70125

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
667 Madison Ave 8th Floor, New York, NY 10065
Mailing Address
667 Madison Ave 8th Floor, New York, NY 10065
Phone number
(212) 235-1000
Established
Delaware since 11/29/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
REDBIRD CAPITAL PARTNERS ALTERNATIVE HOLDINGS LLCOWNER, OWNER / AGGREGATION VEHICLE FOR IA AND BD ACTIVITIES
CHIARAVALLOTI, MICHAEL JOSEPHCOUNSEL & CHIEF COMPLIANCE OFFICER5099998
KLEIN, ROBERT JAYMANAGING PRINCIPAL3035592
MILLER, ANDREW DAVIDFINOP5106774

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REDBIRD BD LLC

CRD#: 297239Palm Beach, FL 33480

TRUST BUT VERIFY

Monitor Gerald Cardinale

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert Burns
Robert BurnsAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Palm Beach Gardens, FL
Spencer Carpenter Iv
Spencer Carpenter IvAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
WEST PALM BEACH, FL
Benjamin Jay Silberman
Benjamin SilbermanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Palm Beach Gardens, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics