Best Investors Account Sign in
Inactive

Jeffrey Bart Perlmutter

Hightower Advisors, LLC

Purchase, NY

Chicago, IL

Claim This Profile
Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-21
  • NY RA
    APPROVED
    Since 2023-04-21

Branch Locations

2500 Westchester Avenue Suite 210, Purchase, NY 10577 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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
Guardian Life Insurance Company Of America New York NY 03/2001 01/2017
Park Avenue Securities Investors New York NY 03/2001 01/2017
Altium Wealth Management, Llc Purchase NY 01/2017 04/2022
Mass Mutual Insurance Co. Purchase NY 01/2017 Present
Hightower Altium Holding, Llc Purchase NY 04/2022 04/2023
Hightower Advisors Chicago IL 04/2023 Present
  • 03/2001 → 01/2017
    Guardian Life Insurance Company Of America
    New York, NY
  • 03/2001 → 01/2017
    Park Avenue Securities Investors
    New York, NY
  • 01/2017 → 04/2022
    Altium Wealth Management, Llc
    Purchase, NY
  • 01/2017 → Present
    Mass Mutual Insurance Co.
    Purchase, NY
  • 04/2022 → 04/2023
    Hightower Altium Holding, Llc
    Purchase, NY
  • 04/2023 → Present
    Hightower Advisors
    Chicago, IL
Previous Registrations
  • 2022-04-29 → 2023-05-18
    Altium Wealth Management
    Purchase, NY
  • 2017-04-03 → 2022-06-01
    Altium Wealth Management Llc
    Purchase, NY
  • 2001-06-06 → 2017-01-26
    Park Avenue Securities Llc
    Westchester, NY
    Rye Brook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-26
S63 Uniform Securities Agent State Law Examination 1987-08-04
  • S65 Uniform Investment Adviser Law Examination
    2007-03-26
  • S63 Uniform Securities Agent State Law Examination
    1987-08-04
Designations
Other Names
  • Jeffrey B Perlmutter

View on SEC IAPD

Other Firms

GREENHAVEN ASSOCIATES INC
UBS FINANCIAL SERVICES INC.
NOW ASSET MANAGEMENT LLC
OTR GLOBAL LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
GREYWOLF CAPITAL MANAGEMENT LP
OLSTEIN CAPITAL MANAGEMENT, L.P.

Other Investors

JOSHUA BERNARD SANDBULTE
ERIC ALAN BICKLER
RYAN VINCENT HETZER
SIOBHAN BRADY
Anthony Joseph DiPerri
Michael Patrick Zazuri
DYLAN William WYNNE
ROB ANTONY SABEL

Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY
OTR GLOBAL LLC · PURCHASE, NY
JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY
GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY
OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY

More in Purchase, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor