Lydia K Balistreri

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 07/2024
  Raymond James & Associates, Inc
  St. Louis, MO
• 04/2023 → Present
  Stl Sitter
  St. Louis, MO
• 08/2022 → 05/2023
  Saint Louis University
  St. Louis, MO
• 05/2022 → 12/2022
  Northwestern Mutual
  Milwaukee, WI
• 05/2023 → 08/2023
  Raymond James Financial
  St. Louis, MO
• 01/2022 → 05/2022
  Nordstrom
  St. Louis, MO
• 08/2021 → 05/2022
  Saint Louis University
  St. Louis, MO
• 05/2021 → 08/2021
  Sendik's Fine Foods
  Brookfield, WI
• 11/2020 → 02/2021
  Sendik's Fine Foods
  Brookfield, WI
• 08/2020 → 05/2021
  Saint Louis University
  St. Louis, MO
• 05/2020 → 08/2020
  Sendik's Fine Foods
  Brookfield, WI
• 08/2019 → 05/2020
  Brookfield Academy
  Brookfield, WI
• 06/2019 → 08/2019
  Sendik's Fine Foods
  Brookfield, WI
• 08/2018 → 06/2019
  Brookfield Academy
  Brookfield, WI
• 06/2018 → 08/2018
  Sendik's Fine Foods
  Brookfield, WI
• 08/2017 → 06/2018
  Brookfield Academy
  Brookfield, WI
• 06/2017 → 08/2017
  Sendik's Fine Foods
  Brookfield, WI
• 08/2016 → 06/2017
  Brookfield Academy
  Brookfield, WI
• 08/2023 → 05/2024
  Saint Louis University
  St. Louis, MO
• 07/2024 → Present
  Raymond James & Associates, Inc
  St. Louis, MO

Other Businesses

(1) Name of Business: Lydia in the Lou Address: 31 Sunnen Dr. APT 428, St. Louis, MO, 63143, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I run my own St. Louis lifestyle blog on social media and occasionally plan to be paid brand deals to promote local restaurants, events, and brands. None of these brands/companies are related to the securities industry and there is no mention of Raymond James, my profession, or anything securities or finance related on my page ever.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-25

Other Names

• Lydia Katherine Balistreri