Bruce Pearlman
Bruce Pearlman is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Potomac, MD, with 24 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9425 Copenhaver Drive, Potomac, MD, 20854
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce is an agent for Avantax Insurance Agency, selling equity indexed annuities and other insurance products. He also operates under Bruce M Pearlman, LLC for his Avantax business, dedicating nearly full-time hours to financial planning, investments, and insurance. Bruce also holds an honorary position with the National Capital Chapter-National.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 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.
Exams
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