This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RAYMOND JAMES & ASSOCIATES, INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Jul 18, 2016

First registration

Jul 18, 2016

Dual registered

yes, broker-dealer

Other names

Gerard Paul Mattaliano|Gerry Mattaliano|GERARD MATTALIANO

IAPD individual key

6565014

• Occurred

  Apr 19, 2024
  Advisor changed firm

  Gerard Paul Mattaliano left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Raymond James & Associates, Inc. (registered 2024-04-24)

  Form ADVobserved 4 days ago
• Occurred

  Aug 16, 2022
  Advisor changed firm

  Gerard Paul Mattaliano left Charles Schwab & Co., Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-08-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9bf7532-669e-caa4-fa4f-adc4594c8cfe

First observed

Jul 18, 2016

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.