Debra Ann Gardi
Investment adviser representative at Forum Financial Management, LP
32 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Forum Financial Management, LPJan 2019 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- Gardi & Gardi Cpas PaSep 1994 to now
- Cetera Investment Advisers LLCSep 2003 to Jan 2019
- Cetera Financial Specialists LLCJul 1998 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2196712
- Firm CRD
- 145706