Gregory Y. Pearlman

Some features on this profile are disabled

CRD#: 2325210

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Yale Pearlman, who also goes by Greg Pearlman, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1995. Gregory had worked at 7 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Greg Pearlman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 4, 2023 - October 6, 2023

CONSENSUS SECURITIES LLC

CRD#: 144684

NORWOOD, MA

Past

September 24, 2021 - February 24, 2025

REPUBLIC PARTNERS, LLC

CRD#: 281607

CHICAGO, IL

Past

May 27, 2009 - September 3, 2019

BMO CAPITAL MARKETS CORP.

CRD#: 16686

CHICAGO, IL

Past

August 6, 2008 - February 17, 2009

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

CHICAGO, IL

Past

March 23, 2006 - August 8, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

CHICAGO, IL

Past

November 28, 1997 - April 10, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 22, 1995 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 9/18/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

CONSENSUS SECURITIES LLC

CONSENSUS ORIGIN SECURITIES LLC | CONSENSUS SECURITIES LLC

CRD#: 144684 / SEC#: , 8-67669

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 River Ridge Drive Suite 202, Norwood, MA 02062

Mailing Address

100 River Ridge Drive Suite 202, Norwood, MA 02062

Phone number

(617) 437-6500

Established

Massachusetts since 05/28/2007

Firm type

Limited Liability Company

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (8 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CONSENSUS ADVISORS LLC	PARENT COMPANY
O'HARA, MICHAEL ANDREW	MANAGING MEMBER
SMITH, LISA L	CCO	2691076
WHITE, ELIZABETH COOKE	CFO/FINOP	5647405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory Y. Pearlman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REPUBLIC PARTNERS, LLC

BMO CAPITAL MARKETS CORP.

BANC OF AMERICA SECURITIES LLC

MORGAN STANLEY & CO. LLC

CITIGROUP GLOBAL MARKETS INC.

SALOMON BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/18/1995

Series 7TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/21/1995

Series 24

Date: 1/2/2023

Current Firm

CONSENSUS SECURITIES LLC

Contact information

FINRA licenses (8 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CONSENSUS SECURITIES LLC

TRUST BUT VERIFY

Similar Advisors