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Gerald Joseph Cardinale Jr

REDBIRD BD
Palm Beach, FL
·CRD# 2535700·32 years experience

Professional Summary

Gerald Joseph Cardinale JR, who also goes by Gerald Joseph Cardinale, Gerry Cardinale Jr, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gerald Joseph Cardinale, Gerry Cardinale Jr

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

REDBIRD BD LLC·CRD# 297239
BD
440 Royal Palm Way Suite 301, Palm Beach, FL 33480
May 1, 2019 - Present
BDT & MSD PARTNERS, LLC·CRD# 150459
BD
Chicago, IL
January 23, 2013 - July 11, 2013
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
October 12, 1994 - January 16, 2013

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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)

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

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
REDBIRD CAPITAL PARTNERS INTERMEDIATE HOLDINGS, LLCOWNER, OWNER / AGGREGATION VEHICLE FOR IA AND BD ACTIVITIES—
CHIARAVALLOTI, MICHAEL JOSEPHCOUNSEL & CHIEF COMPLIANCE OFFICER5099998
KLEIN, ROBERT JAYMANAGING PRINCIPAL3035592
SHAW, ANTHONYFINOP7338445

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(10/20/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 7 — General Securities Representative Examination

Passed Sep 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2006About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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