P.J. Pearlstone, financial advisor Baltimore MD
100 score

P.J. Pearlstone

CRD Number: 5742586
Current Firm: Ubs Financial Services Inc.
Compensation Model: Both

P.J. Pearlstone (CRD# 5742586) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Baltimore, MD Sep 2012 - Current 6
The Pearlstone Group Inc. Baltimore, MD Jan 2005 - Current 14
Morgan Stanely Smith Barney Baltimore, MD Dec 2009 - Sep 2012 2
Meyerhoff Investment Holdings Baltimore, MD Aug 2008 - Oct 2009 1
Admiral Development LLC Ft Lauderdale, FL Jul 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for P.J. Pearlstone
By the Numbers
  • Total Assets Under Management
    496,035
    MILLIONS
  • Total Number of Accounts
    957,738
    ACCOUNTS
  • Average Account Value
    $517,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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