Adam R Murray
Investment adviser representative at Berman Mcaleer
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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
13 years in the industry.
- Berman McaleerJan 2025 to now
- Kestra Advisory Services, LLCOct 2017 to May 2025
- Kestra Investment Services, LLCOct 2017 to May 2025
- Sei InvestmentsApr 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6102077
- Firm CRD
- 332906