MH
Melanie D. Hagan
BERMAN MCALEER
TIMONIUM, MD 21093
Some features on this profile are disabled
CRD#: 4832359
MH
Professional summary
Melanie Dee Hagan, who also goes by Melanie Dee Covahey, Melanie Dee Cumberledge, Melanie Hagan, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.
Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Melanie has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melanie Dee Covahey | Melanie Dee Cumberledge | Melanie Hagan
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: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above Will invest in private direct investments. Position, Title or Relationship: Passive member 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: None Business Name: Berman McAleer Partnership Investment Related: No Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Insurance Position, Title or Relationship: General partner 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: None Business Name: Cool Kids Campaign Investment Related: No Address: 8422 Bellona Avenue Towson MD 21204 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board member elect Start Date: 2/5/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will attend advisory board meetings, participate in activities and events, provide any input needed, etc. Business Name: MARYVALE PREPARATORY SCHOOL POSITION: Board of Trustees Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2024 ADDRESS: 11300 Falls Road, Lutherville MD 21093, United States DESCRIPTION: Will attend regular Board meetings, a few school events annually, and may serve on the finance committee.
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Dee Hagan'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 19, 2016 - May 20, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
TIMONIUM, MD
Past
September 25, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
TIMONIUM, MD
Past
May 12, 2006 - May 20, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
TIMONIUM, MD
Past
October 5, 2004 - March 22, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
BALTIMORE, MD
Past
September 8, 2004 - March 22, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
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)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
