Josh Pearlman

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2022 → Present
  Brookfield Management Group, Llc
  Upper Saddle River, NJ
• 09/2018 → 06/2022
  Student - Northern Highlands Regional High School
  Allendale, NJ
• 09/2010 → 06/2018
  Student - Upper Saddle River School District
  Upper Saddle River, NJ
• 08/2024 → Present
  Stifel, Nicolaus & Company Inc
  New York City, NY

Previous Registrations

• 2022-08-03 → 2025-06-19
  Brookfield Management Group, Llc
  Upper Saddle River, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-25

Other Names

• Josh Hur Pearlman