LISA J GERARDI is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with NATIONAL WEALTH MANAGEMENT GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 2022-01-07 | present | Yes |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | 2016-03-23 | 2021-12-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2009-10-05 | 2009-11-23 | — |
| AMERIPRISE ADVISOR SERVICES, INC. | 2006-01-10 | 2009-10-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001-03-21 | 2006-01-04 | — |