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Dennis Marc Pearlman

Everhart Advisors

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About Dennis Marc Pearlman

Dennis Pearlman is a financial advisor with Everhart Advisors. Dennis has been in the financial services industry since 2003. Dennis has a Series 6 license and a Series 65 license and is registered with the state of Florida and Texas. Dennis is also a registered representative with the firm Triad Advisors, Inc. and Lincoln Financial Securities Corporation. Dennis has a Bachelor of Science degree in Business Administration from the University of Florida. Dennis specializes in retirement planning, financial planning, and investment management.

Firm Information

Dennis Pearlman is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Pearlman’s Registration & Firm History

FL

07/27/2021 - Present

Everhart Advisors (Fort Myers FL)

FL

10/01/2008 - 12/31/2011

TRIAD ADVISORS, INC. (FORT MYERS FL)

FL

05/26/2004 - 10/03/2008

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT MYERS FL)

NY

06/26/2003 - 06/21/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Marc Pearlman.
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