David Pearlman
David Pearlman is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David owns Pearlman Financial, LLC, established for payroll and 401k benefits. He dedicates minimal time to this activity.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Apw Capital, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wachovia Securities, INC.Broker
Wachovia Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.