Patrick Joseph Monaghan
Investment adviser representative at Berman Mcaleer
25 yearsExperience
2 statesRegistered in
$1.8BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Berman McaleerJan 2025 to now
- Kestra Advisory Services, LLCApr 2016 to May 2025
- Kestra Investment Services, LLCNov 2001 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
Berman Mcaleer
Legal name: Berman Mcaleer, LLC
$1.8BAssets managed
649Clients
13Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2912665
- Firm CRD
- 332906