Dennis M. Pearlman

EVERHART ADVISORS

Fort Myers, FL 33966

Some features on this profile are disabled

CRD#: 4665022

Professional summary

Dennis Marc Pearlman, AIF®, who also goes by Dennis M Pearlman, is a registered financial advisor currently at EVERHART ADVISORS located in Fort Myers, Florida.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dennis has worked at 5 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis M 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) - RIA

Click below to view Dennis Marc Pearlman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 27, 2021 - Present

EVERHART ADVISORS

Office #1: 12140 Carissa Commerce Court, Suite 104, Fort Myers, FL 33966

RIA

CRD#: 107091

Fort Myers, FL

Past

December 13, 2010 - October 6, 2021

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

RIA

CRD#: 148892

FORT MYERS, FL

Past

October 1, 2008 - December 31, 2011

TRIAD ADVISORS LLC

CRD#: 25803

FORT MYERS, FL

Past

May 26, 2004 - October 3, 2008

OSAIC FS, INC.

CRD#: 3870

FORT MYERS, FL

Past

June 26, 2003 - June 21, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/2/2021)

IAR

Texas
(7/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 6/24/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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

5200 Rings Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-9705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	5,483
AUM (Assets Under Management)	$ 1,874,701,457

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

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Steven Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Fort Myers, FL

Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

IAR

Fort Myers, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dennis M. Pearlman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Marc Pearlman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERHART ADVISORS

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

TRIAD ADVISORS LLC

OSAIC FS, INC.

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2010

Series 6

Date: 6/24/2003

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

Similar Advisors