Gerald Lamalfa, financial advisor Bridgewater NJ
96 score

Gerald Lamalfa

CRD Number: 1347206
Current Firm: Sii Investments, Inc.

Gerald Lamalfa (CRD# 1347206) is an Investment Advisor Representative working at Sii Investments, Inc. in Bridgewater, NJ and has over 22 years of experience in the finance industry. Gerald Lamalfa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sii Investments, Inc. Bridgewater, NJ Feb 2016 - Current < 1
Insight Private Advisors, LLC Bridgewater, NJ Dec 2014 - Feb 2016 1
Lpl Financial LLC Ridgewater, NJ Nov 2012 - Feb 2016 3
Macro Consulting Group LLC Parsippany, NJ Sep 2009 - Dec 2014 5
New England Securities Somerville, NJ Jul 1998 - Sep 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for Gerald J. Lamalfa
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • FL
  • NJ
  • NM
  • VA
  • PA
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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