Berman McAleer Employee Directory

Berman McAleer currently manages approximately $1 billion in assets for about 450 client families. Berman McAleer is an independent financial advisory and wealth management firm based in Baltimore, Maryland with an office in Manhattan. The company focuses on working with high-net-worth individuals and their families, as well as closely-held busines... ses. The company distinguish ourselves by making each client relationship a personal one. The company's nine advisors work in teams, concentrating directly on the client's individual needs. Through this lens, the company identify a client's goals and objectives so as to develop the most appropriate, comprehensive financial plan. As an ensemble practice, Berman McAleer's culture is collaborative. The company's team of 24 professionals are experienced and dedicated to providing an exceptional client experience. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.Read More