Bruce Michael Pearlman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 09/2025
  Avantax Investment Services, Inc.
  Rockville, MD
• 07/2002 → 09/2025
  Avantax Advisory Services
  Rockville, MD
• 06/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Rockville, MD
• 06/2016 → Present
  Rental Property
  Rockville, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-07-06 → 2025-09-05
  Avantax Advisory Services
  Potomac, MD

Other Businesses

1) BRUCE M PEARLMAN, LLC; Owner/Sole Proprietor: This is the name I do all my Avantax business under. It is on all my letterheads, etc. INVESTMENT RELATED: Yes; 170; 130; 07/02/2002; 110 N. Washington St., Suite 328, Rockville MD 20850; I am a financial Advisor with Avantax, and do Financial planning, investments, and Insurance, as I have since I began with HD Vest in July, 2002. 2) NATIONAL CAPITAL CHAPTER-NATIONAL POSITION: Emeritus Member of the Board of Directors NATURE: No responsibilities, no voting power, simply honorary title/position INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: One M Street SE, Suite 510, Washington DC 20003, United States DESCRIPTION: None. Possibly attending events of the MS Society and encouraging donations to the Society

Exams

• S66 Uniform Combined State Law Examination
  2002-06-06

Designations

• Personal Financial Specialist