Ellen R Perlman

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

• 02/1998 → 06/2022
  Boenning & Scattergood, Inc.
  West Conshohocken, PA
• 06/2022 → Present
  Stifel, Nicolaus & Company, Incorporated
  Conshohocken, PA

Previous Registrations

• 2014-12-03 → 2022-06-06
  Boenning & Scattergood, Inc.
  West Conshohocken, PA
  West Conshohocken, PA
  West Conshohocken, PA
  West Conshohocken, PA

Other Businesses

1. Municipal Bond Women's Forum; 302 Bryn Mawr Ave, Bala Cynwyd, 19004; Annual Forum for women in all facets if the muni industry; Chairwoman; Lead the organization; 01/01/2015; 1 Hour per Day; During Securities Trading Hours; Investment Related. 2. Bridlewild Trail Association; PO Box 368, Gladwyne, PA 19035; Board member; 04/16/2023; 24 Hours per Year; Not during securities trading hours; Not Investment-Related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-03

Other Names

• Ellen Rachel Perman
• Ellen Rachel
• Ellen Rachel Millrood
• Ellen Rachel Perlman