Dennis Marc Pearlman
Investment adviser representative at Everhart Advisors
15 yearsExperience
2 statesRegistered in
$2.5BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Everhart AdvisorsJul 2021 to now
- Case Pearlman Retirement Plan Advisors, LLCApr 2011 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Everhart Advisors
Legal name: Everhart Financial Group Inc
$2.5BAssets managed
2,912Clients
36Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4665022
- Firm CRD
- 107091