Andrew Dennis Perlman

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Duluth, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-26 → 2009-06-01
  Morgan Stanley & Co. Llc
  Duluth, GA
  Atlanta, GA
• 2006-06-14 → 2009-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA

Other Businesses

1.Perlman Family Investments LLC; Investment related: Yes; Suwanee, GA; The LLC's purpose is to serve at the GP for the Perlman Family Limited Partnership, LLLP, which holds 3 real estate investments; Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2009; During business hours: 0; After business hours: 0; LLC is to manage family assets and to hold any real estate purposed by LLC - with father's passing, his ownership is being split between three adult children. LLC is equally split between adult children (33/33/34); FA Andy Perlman and siblings Jonathan Perlman and Wendy Perlman 2.Perlman Family Investments, LLLP; Investment related: Yes; Miami FL (LLLP has three properties, all located in Miami FL: 74th Avenue Rental Warehouse, Milam 25 and 75th Avenue); owns small interest in 3 commercial real estate properties in Miami; One of 3 managing partners / Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2010; During business hours: 0; After business hours: 0; Perlman Family LLC in the managing partner of Perlman Family Investment, LLLP. The LLC is the managing partner of the LLLP. I am a 1/3 member of the LLC along with Wendy and Jonathan Perlman (siblings). 2% of the LLLP is owned by the Perlman Family LLC (the LLC is 1/3 owned by FA-Andrew Perlman, brother-Jonathan Perlman, and sister-Wendy Perlman; the other 98% is owned by the David L. Perlman GST trust (David Perlman is my father who passed away in 2011)

Exams

• S66 Uniform Combined State Law Examination
  2006-06-08

Other Names

• Andrew D Perlman