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Brett Allan Perlman

Edelman Financial Engines

Boca Raton, FL

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-22
FL RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • NH RA
    APPROVED
    Since 2025-05-22
  • FL RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

7900 Glades Road Suite 310, Boca Raton, FL 33430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 10/2012 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2012 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2017-09-18 → 2018-11-01
    Edelman Financial Services, Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-10
S63 Uniform Securities Agent State Law Examination 2011-12-10
  • S65 Uniform Investment Adviser Law Examination
    2017-10-10
  • S63 Uniform Securities Agent State Law Examination
    2011-12-10
Designations

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
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Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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