Erik PerlmanCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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