PM
Patrick J. Monaghan
BERMAN MCALEER
TIMONIUM, MD 21093
Some features on this profile are disabled
CRD#: 2912665
PM
Professional summary
Patrick Joseph Monaghan IV, who also goes by Patrick J Monaghan, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick J Monaghan
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 Partnership Investment Related: No Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above The partnership's only activity is owning and maintaining life insurance policies to fund the buy/sell agreements for the owners of Berman McAleer Inc. Position, Title or Relationship: General Partner 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: I confirm the life insurance policies that are owned by the partnership are in-force and administered properly so the death benefit will be sufficient to fund Berman McAleer Inc.'s buy/sell agreements. Business Name: Prospect Hill Cemetery of Towson, Inc. Investment Related: No Address: 701 York Road Towson MD 21204 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: I am on the Board of Directors as a volunteer. Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Solicit financial and other support for the cemetery, approve maintenance contracts and budgets, assist with misc other activities that come with managing the affairs of a cemetery. Business Name: Berman McAleer Holdings, Inc. Investment Related: No Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above This business is not engaged in any of the activities listed. Position, Title or Relationship: One of owners. Start Date: 1/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Each of the four owners decides on which investments are made. Business Name: 103 Chicago St, Rehobeth Beach, DE Investment Related: No Address: 13010 GENT ROAD REISTERSTOWN MD 21136 Nature of Business: Real Estate Position, Title or Relationship: Property owner and manager Start Date: 1/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Solicit renters, manage property and books and records.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Monaghan 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®
NoneExperience
Current
February 13, 2025 - Present
BERMAN MCALEER
Office #1: 9690 Deereco Road Suite 800, Timonium, MD 21093RIA
CRD#: 332906
TIMONIUM, MD
Past
April 20, 2016 - May 20, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
TIMONIUM, MD
Past
December 19, 2001 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
TIMONIUM, MD
Past
November 14, 2001 - May 20, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
TIMONIUM, MD
Past
August 21, 1997 - November 20, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
Maryland(2/13/2025)
IAR
New York(10/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
