Joel Perl has been an investment adviser representative at Guardian Wealth Partners since July 2026, and is not listed among the firm’s executive officers or direct owners.
Guardian Wealth Partners, LLC is a New York, NY firm with $191M under management, 402 clients and 75 advisers across 8 offices, as of its September 2026 filing.
- – present · under a yearBrooklyn, NY · Adviser representative · Firm CRD 310203
Investment adviser representative registrations
Joel Perl is registered as an investment adviser representative in 2 states. The first approvals date from July 2026; the most recent is New Jersey, in August 2026.
- New JerseySince 18 August 2026
- New YorkSince 7 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8300714
- Firm
- Guardian Wealth Partners · CRD 310203
- Office
- 185A Marcy Ave, Brooklyn, NY 11211
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Perl work?
Joel Perl is an investment adviser representative registered through Guardian Wealth Partners, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joel Perl a financial advisor?
Yes. Joel Perl has a current investment-adviser registration in New Jersey and New York, through Guardian Wealth Partners since July 2026.
How many years of experience does Joel Perl have?
Joel Perl has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Joel Perl passed?
Joel Perl passed the Series 65 in June 2026.
Where is Joel Perl based?
Joel Perl’s registered office is in Brooklyn, NY.
Is Joel Perl registered with FINRA?
No. Joel Perl has no current broker registration.
How can I verify Joel Perl’s record?
Search CRD 8300714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Perl’s full registration record.
- Marianne Grace CaswellPresident and Elected Member
- Carly Pritchard MaherElected Member & Chief Operating Officer
- Joseph Michael GalloChief Compliance Officer
- Allen Warren BoggsHead of Product & Supervision
- Nancy DeRussoElected Member
- Joshua Neil HerganGeneral Counsel
- Michael John RynikerHead of Operations