Adam
Murray
Berman Mcaleer
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About this Advisor
Adam Murray is a financial advisor based in Lutherville Timonium, Maryland, working with Berman Mcaleer. Adam has previously worked at Sei Investments, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Bmc Wealth Management. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Adam is part of Berman Mcaleer, which operates one office and has 29 employees. The firm manages $1.6 billion in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Berman Mcaleer includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berman Mcaleer Brokerage Details
$1,603,884,479
29
2,334
$687,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adam Murray Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Bmc Wealth Management
Sei Investments
Disclosures
Please visit the SEC profile of Adam Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berman Mcaleer
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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