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Alfred Lerman

PGIM PORTFOLIO ADVISORY LLC·NEWARK, New Jersey
Series 7, Series 63Clean recordPGIM PORTFOLIO ADVISORY LLC
655 BROAD ST., NEWARK, NJ 07102CRD# 4332620Firm CRD# 136274

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfred Lerman · NEWARK, NJ
Registration
CRD #4332620 · PGIM PORTFOLIO ADVISORY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PGIM MULTI-ASSET SOLUTIONS LLC
CRD 136274 · SEC 801-64609
AUM
$13.4B
Regulatory assets under management
Employees
31
2 client accounts
Services offered by PGIM MULTI-ASSET SOLUTIONS LLC
Per Form ADV
Selection of other advisers
Security ratings or pricing services
View all advisors at PGIM MULTI-ASSET SOLUTIONS LLC →
Introduction

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04

Frequently Asked Questions

What services does Alfred Lerman offer?
Alfred Lerman specializes in Wealth Management. Contact their office in NEWARK, New Jersey for a consultation.
What are Alfred Lerman's credentials?
Alfred Lerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred Lerman located?
Alfred Lerman is based in NEWARK, New Jersey, working with PGIM PORTFOLIO ADVISORY LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Alfred Lerman charge for services?
Alfred Lerman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PGIM PORTFOLIO ADVISORY LLC?
PGIM PORTFOLIO ADVISORY LLC has approximately 31 employees and manages $13.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PGIM PORTFOLIO ADVISORY LLC

George Philip Waldeck
NEWARK, NJ
Matthew Steven Villa
NEWARK, NJ
Michael Eric Director
NEWARK, NJ
Jason Michael Roach
NEWARK, NJ

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