Lindzy Christine Gasparella
Investment adviser representative at Golden Bay Advisors LLC
13 yearsExperience
2 statesRegistered in
$295.7MFirm assets
13 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
Experience
13 years in the industry.
- Golden Bay Advisors LLCFeb 2025 to now
- Altruist Financial LLCNov 2024 to Jan 2025
- Shareholders Service Group IncMar 2013 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Golden Bay Advisors LLC
$295.7MAssets managed
154Clients
2Advisers
13 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
- 5745010
- Firm CRD
- 166679