Joshua Perlmutter has been an investment adviser representative at ATFS Advisers since January 2024, and is not listed among the firm’s executive officers or direct owners.
Atfs Advisers LLC is a firm with $154M under management, 48 clients and 5 advisers across 8 offices, as of its July 2026 filing.
Josh Perlmutter is Director of Wealth Advisory at Atlas. He has a decade of wealth management experience serving high net worth families, private business owners, corporate executives, family offices, and foundations.
Joshua Perlmutter’s longest registration was 2 years at Lido (2021–2023). Before joining ATFS Advisers in 2024, Joshua Perlmutter was registered through Lido and Cresset Asset Management, LLC.
- Lido– · 2 yearsChicago, IL · Adviser representative · Firm CRD 269866
- Cresset Asset Management, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 288566
- Stifel, Nicolaus & Company, Incorporated– · 1 yearChicago, IL · Adviser representative · Firm CRD 793
Investment adviser representative registrations
Joshua Perlmutter is registered as an investment adviser representative in Illinois, since January 2024.
- IllinoisSince 3 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 January 2017 |
| Series 7 | General Securities Representative Examination | 6 October 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Aaron Perlmutter
- CRD
- 6551863
- Firm
- ATFS Advisers · CRD 324191
- Office
- Chicago, IL
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atlasfinancial.com
Where does Joshua Perlmutter work?
Joshua Perlmutter is an investment adviser representative registered through Atfs Advisers LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Perlmutter a financial advisor?
Yes. Joshua Perlmutter has a current investment-adviser registration in Illinois, through ATFS Advisers since January 2024.
How many years of experience does Joshua Perlmutter have?
Joshua Perlmutter has 8 years in the financial industry, since March 2018, across 4 adviser firms.
What exams has Joshua Perlmutter passed?
Joshua Perlmutter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2016. FINRA credited Joshua Perlmutter with the SIE, which began in October 2018.
Where did Joshua Perlmutter work before ATFS Advisers?
Before ATFS Advisers, Joshua Perlmutter was registered through Lido, January 2021 to December 2023; Cresset Asset Management, LLC, September 2018 to February 2020; Stifel, Nicolaus & Company, Incorporated, January 2017 to April 2018.
Where is Joshua Perlmutter based?
Joshua Perlmutter’s registered office is in Chicago, IL.
Is Joshua Perlmutter registered with FINRA?
No. Joshua Perlmutter has no current broker registration.
How can I verify Joshua Perlmutter’s record?
Search CRD 6551863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Perlmutter’s full registration record.