Geraldine Odile Madeleine Schott
Professional Summary
Geraldine Odile Madeleine Schott, who also goes by Geraldine Lerner, Geraldine Odile Madeleine Scott, was a registered financial advisor. Geraldine was a previously registered financial professional and started their career in finance 2022 - 2025. Geraldine had worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Geraldine Lerner, Geraldine Odile Madeleine Scott
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Videos & Posts
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Contact Information
No current employment
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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
4 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
EHRENBERG CHESLER SECURITIES, INC | PH PARTNERS, LLC
Contact Information
Main Address
515 Congress Avenue Suite 1515, Austin, TX 78701Mailing Address
515 Congress Avenue Suite 1515, Austin, TX 78701Phone Number
+1 (415) 317-1122Established
Texas since 01/24/2017Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Sep 2022About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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