Andrew Bruns
Investment adviser representative at Berman Mcaleer
15 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
15 years in the industry.
- Berman Mcaleer, LLCJan 2021 to now
- Academy FinancialNov 2019 to Jun 2020
- Planning Solutions GroupJan 2019 to Jul 2019
- Towson UniversityAug 2018 to May 2022
- Loyola BlakefieldAug 2011 to Jun 2018
Designations
- CFP® certification
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
- 7059602
- Firm CRD
- 332906