JM
John J. Mcaleer
BERMAN MCALEER
BOCA RATON, FL 33432
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CRD#: 1961473
JM
Professional summary
John Joseph Mcaleer IV, CFP®, who also goes by John Joseph IV Mcaleer, Joe Mcaller, is a registered financial advisor currently at BERMAN MCALEER located in Boca Raton, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Joseph Iv Mcaleer | Joe Mcaller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Berman McAleer Holdings LLC Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above private investing on behalf of the business owners Position, Title or Relationship: Owner (40%) Start Date: 2/24/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: to make private investments on behalf of the business owners Business Name: Berman McAleer Partnership Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above the only holding of the partnership is life insurance policies on the owners of the Berman McAleer Inc Position, Title or Relationship: Owner Start Date: 1/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None just to pay premiums-partnership was created to hold the life insurance policies for the buy-sell of Berman McAleer Inc. Business Name: Keen Foundation Investment Related: Yes Address: 871 Cranes Gap Road Carlisle PA 17013 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 1/8/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide guidance on where to give the monies Business Name: 350 Main Street LLC Investment Related: No Address: 350 Main Street Reisterstown MD 21136 Nature of Business: Other Bank or Credit Union Position, Title or Relationship: None, just a co-signer on the loan Start Date: 1/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: just the loan payment
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Mcaleer IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
February 13, 2025 - Present
BERMAN MCALEER
Office #1: 150 Palmetto Park Road Suite 800, Boca Raton, FL 33432RIA
CRD#: 332906
BOCA RATON, FL
Past
April 20, 2016 - May 20, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
TIMONIUM, MD
Past
March 19, 1999 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
TIMONIUM, MD
Past
July 8, 1998 - May 20, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
TIMONIUM, MD
Past
June 16, 1995 - July 13, 1998
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
June 20, 1989 - October 19, 1992
HOME LIFE INSURANCE COMPANY
BD
CRD#: 4184
Past
June 20, 1989 - May 10, 1995
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BM
BERMAN MCALEER
BERMAN MCALEER | BMC WEALTH MANAGEMENT | BERMAN MCALEER, LLC
CRD#: 332906 / SEC#: 801-131830
RIA
Registered Investment Advisory firm - (1/30/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/14/2025)
IAR
Maryland(2/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BM
BERMAN MCALEER
BERMAN MCALEER | BMC WEALTH MANAGEMENT | BERMAN MCALEER, LLC
CRD#: 332906 / SEC#: 801-131830
RIA
Registered Investment Advisory firm - (1/30/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9690 Deereco Road Suite 800, Timonium, MD 21093
Mailing Address
Phone number
(410) 560-9960
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,334 |
| AUM (Assets Under Management) | $ 1,603,884,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BERMAN MCALEER
CRD#: 332906Boca Raton, FL 33432TRUST BUT VERIFY
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