Matthew James Hess
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 McaleerJan 2025 to now
- Kestra Advisory Services, LLCJan 2024 to Apr 2025
- Williams Asset ManagementDec 2020 to Dec 2023
- UnemployedMay 2020 to Nov 2020
- Fenwick Crab HouseMay 2019 to Sep 2019
- Transportation Management ServicesJun 2018 to Jun 2018
- Fenwick Crab HouseMay 2018 to Sep 2018
- Randolph-macon CollegeSep 2016 to May 2020
- Elkridge Youth OrganizationOct 2011 to Feb 2017
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
- 7311919
- Firm CRD
- 332906