William
Pearlman
Aldemar Research Corporation
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About this Advisor
William Pearlman is a financial advisor based out of Fayetteville, New York who has 2 years of industry experience. Pearlman is on the advisory team at Aldemar Research Corporation. Throughout their career, they have worked at National Securities Corporation, National Assetmanagement, National Secutirities Corporation, Aldemar Research Corporation and Ridgeway & Conger, Inc. Pearlman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Texas. Aldemar Research Corporation is an advisory business operating in Fayetteville, New York. It handles $47 million in assets under management between its 118 accounts, placing it among the smaller firms in the country by assets under management. The firm serves one charities and foundations. Of its 118 accounts, 47% are held by high-net-worth clients who have greater than $1 million in investable assets. Aldemar Research Corporation has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on the type of financial services. Fees charged by Aldemar Research Corporation likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aldemar Research Corporation Brokerage Details
$47,261,903
3
118
$400,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Pearlman Work History
William has been registered as a financial advisor for 2 years.*
Aldemar Research Corporation
National Securities Corporation
National Assetmanagement
National Secutirities Corporation
Ridgeway & Conger, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Fayetteville, NY
Fayetteville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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