Erik Perlman (CRD# 2111052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 33 years of experience in the finance industry.
CRD# 2693512
Prudential Financial Planning Services
CRD# 5875142
Achilles Wealth Management, LLC
CRD# 6009043
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N. A. | Boca Raton, FL | Jul 2019 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton, FL | Jun 2019 - Current | 5 |
Unemployed | Boca Raton, FL | Dec 2018 - Jun 2019 | < 1 |
Prudential Annuities Distributors, Inc. | Shelton, CT | Nov 2008 - Dec 2018 | 10 |
The Prudential Insurance Company Of America | Shelton, CT | Sep 1997 - Dec 2018 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1991 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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