linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott M Pearlman

Envestnet PMC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott M Pearlman

Scott Pearlman is a financial advisor at Envestnet PMC in Easton, Connecticut. Scott has over 20 years of experience in the financial services industry. Prior to joining Envestnet PMC, Scott worked at Blackrock Investments, LLC and Morgan Stanley Smith Barney. Scott is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Scott specializes in providing investment advice to individuals, corporations and charitable organizations.

Firm Information

Scott Pearlman is currently registered with Envestnet PMC. Envestnet PMC is an investment advisor with over $426 billion in assets under management. The firm offers a variety of services, including portfolio management for individuals, businesses, and investment companies. They specialize in overlay portfolio management and serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. They also provide pension consulting and publish periodicals.
Envestnet PMC

150 NORTH RIVERSIDE PLAZA , SUITE 2050

CHICAGO, IL 60606

$426.07B

Assets Under Management

Not reported

Total Clients

53

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

overlay portfolio management

Overlay portfolio management

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.

check

fixed fees

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

check

percentage of assets

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

check

other

A percentage of assets or revenues under our clients' management

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Pearlman’s Registration & Firm History

CT

09/04/2024 - Present

Envestnet PMC (EASTON CT)

NY

12/22/2010 - 08/18/2022

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

NY

06/01/2009 - 12/13/2010

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

CT

04/01/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)

CT

12/01/2005 - 04/09/2008

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

06/20/2001 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Scott M Pearlman is right for you?

Licenses & Designations

BOTH

Issued 11/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott M Pearlman.
Not sure if Scott M Pearlman is right for you?