Susan M. Mitcheltree

BERMAN MCALEER

TIMONIUM, MD 21093

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CRD#: 4868188

Professional summary

Susan Michele Mitcheltree, CFP®, who also goes by Susan Michele Pryor, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Susan has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Michele Pryor

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: BMc HOLDINGS LLC. Investment Related: No. Address: 9690 Deereco Road, #800, Timonium MD 21093. Nature of Business: Other/None of the Above. Makes investments on behalf of the principals of the firm through a brokerage account held at NFS, through private investments after getting prior approval from Kestra Financial. Title: Member of the LLC. Start Date: 1/1/2016. Hours per month: 0% - 10% (0 - 16 hours). Hours per month during trading: 0% - 10% (0 - 14 hours). Duties: Passive investor. Business Name: BERMAN MCALEER PARTNERSHIP LLC. Investment Related. Address: 9690 Deereco Road, #800, Timonium, MD 21093. Nature of Business: Other/None of the Above. Manages and administers buy-sell and key person insurance policies for the partners of Berman McAleer LLC. Title: Member. Start Date: 1/1/2016. Hours per month: 0% - 10% (0 - 16 hours). Hours per month during trading hours: 0% - 10% (0 - 14 hours). Duties: None.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Michele Mitcheltree's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2010

Experience

Current

February 13, 2025 - Present

BERMAN MCALEER

Office #1: 9690 Deereco Road Suite 800, Timonium, MD 21093

RIA

CRD#: 332906

TIMONIUM, MD

Past

April 25, 2016 - May 20, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

TIMONIUM, MD

Past

December 1, 2010 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

TIMONIUM, MD

Past

December 1, 2010 - May 20, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TIMONIUM, MD

Past

March 10, 2009 - November 15, 2010

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LUTHERVILLE, MD

Past

March 6, 2009 - November 15, 2010

PARK AVENUE SECURITIES LLC

CRD#: 46173

LUTHERVILLE, MD

Past

January 21, 2005 - February 17, 2009

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LUTHERVILLE, MD

Past

January 3, 2005 - February 17, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

LUTHERVILLE, MD

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/31/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/28/2012

General Securities Principal Examination

Current Firm

BERMAN MCALEER

BERMAN MCALEER | BMC WEALTH MANAGEMENT | BERMAN MCALEER, LLC

CRD#: 332906 / SEC#: 801-131830

RIA

Registered Investment Advisory firm - (1/30/2025 Approved)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERMAN MCALEER ADV PART 2A BROCHURE (5/29/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Susan M. Mitcheltree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Michele Mitcheltree's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BERMAN MCALEER

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/31/2004

Series 24

Date: 3/28/2012

Current Firm

BERMAN MCALEER

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERMAN MCALEER

TRUST BUT VERIFY

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