AP
AP

Andrew Perlman

19 Years of Experience
Duluth, GA
Broker

Andrew Perlman is a registered investment advisor at Morgan Stanley, based in Duluth, GA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

2160 Satellite Blvd, Suite 150, Duluth, GA, 30097

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Andrew is a partner in Perlman Family Investments LLC, which manages family assets and real estate. He also owns a small interest in three commercial real estate properties in Miami through Perlman Family Investments, LLLP, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - January 2009 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - January 2009 · 2 yrs 8 mos
State Registrations32 states
ALARAZCACOCTDCFLGAKYLAMAMDMEMIMOMSNCNJNVNYOHORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.