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Gerard Paul Mattaliano

Raymond James & Associates, Inc.

Burlington, MA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-26
CT RA APPROVED 2024-04-24
  • TX RA
    APPROVED
    Since 2024-04-26
  • CT RA
    APPROVED
    Since 2024-04-24

Branch Locations

20 Burlington Mall Rd Suite 440, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Providence RI 10/2015 12/2017
Charles Schwab & Co., Inc. Providence RI 01/2018 08/2022
Charles Schwab Bank Providence RI 01/2018 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 08/2022 04/2024
Bank Of America, N.A. Burlington MA 08/2022 04/2024
Raymond James & Associates, Inc Burlington MA 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-18
  • S66 Uniform Combined State Law Examination
    2016-07-18
Other Names
  • Gerard Paul Mattaliano
  • Gerry Mattaliano
  • Gerard Mattaliano

View on SEC IAPD

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