Brian Dennis Carroll
Investment adviser representative at Berman Mcaleer
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Berman Mcaleer, LLCJun 2018 to now
- Wms Partners, LLCMay 2017 to Mar 2018
- Johns Hopkins Carey Business SchoolSep 2016 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 6996217
- Firm CRD
- 332906