Bruce Pearlman is a PFS-designated registered investment advisor, based in Potomac, MD, with 23 years of industry experience.
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
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