William
Pearlman

Aldemar Research Corporation

CRD#358845
Investment Advisor
in Fayetteville, NY

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About this Advisor

William Pearlman is a financial advisor based in Fayetteville, New York, working with Aldemar Research Corporation. William has previously held positions at National Securities Corporation, National Assetmanagement, National Securities Corporation, Aldemar Research Corporation, and Ridgeway & Conger, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, William is part of Aldemar Research Corporation, which operates out of Fayetteville, New York. The firm has 3 employees and manages assets totaling $53.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Aldemar Research Corporation includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fayetteville, NY

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Aldemar Research Corporation Brokerage Details

Total Assets Under Management

$53,544,533

Total Number of Employees

3

Total Number of Accounts

106

Average Account Size

$505,137

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Pearlman Work History

2019 - Present (5 years)

Aldemar Research Corporation

2016 - Present (8 years)

National Securities Corporation

2016 - Present (8 years)

National Assetmanagement

2016 - 2019 (3 years)

National Secutirities Corporation

2005 - 2016 (11 years)

Ridgeway & Conger, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Pearlman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aldemar Research Corporation

Andrew Groat
Fayetteville, NY
William Pearlman
Fayetteville, NY

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