Erik Perlman, financial advisor Boca Raton FL

Erik Perlman

CRD Number: 2111052
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Erik Perlman (CRD# 2111052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N. A. Boca Raton, FL Jul 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton, FL Jun 2019 - Current 3
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
Contact Info for Erik Perlman
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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