Josh Pearlman
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
16 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 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 assetsFixed or flat feeCommissions
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
16 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2024 to now
- Brookfield Management Group, LLCJul 2022 to now
- Student - Northern Highlands Regional High SchoolSep 2018 to Jun 2022
- Student - Upper Saddle River School DistrictSep 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 7604970
- Firm CRD
- 793