Kimberly M. Silvestri

BERMAN MCALEER

TIMONIUM, MD 21093

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CRD#: 5051098

Professional summary

Kimberly M. Silvestri, who also goes by Kimberly M. Breitweiser, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kimberly has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly M. Breitweiser

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly M. Silvestri'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®

None

Experience

Current

November 20, 2025 - Present

BERMAN MCALEER

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

RIA

CRD#: 332906

TIMONIUM, MD

Past

April 19, 2016 - April 1, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

TIMONIUM, MD

Past

May 7, 2009 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

TIMONIUM, MD

Past

August 28, 2008 - April 1, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TIMONIUM, MD

Past

March 20, 2008 - August 1, 2008

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

BALTIMORE, MD

Past

March 20, 2008 - August 1, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

BALTIMORE, MD

Past

June 5, 2006 - March 10, 2008

BILL FEW SECURITIES, INC.

CRD#: 41917

PITTSBURGH, PA

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
(11/20/2025)

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: 4/5/2007

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: 6/2/2006

General Securities Representative 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 (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERMAN MCALEER ADV PART 2A (2/6/2026)

Regulatory assets under management

Total Number of Accounts	2,467
AUM (Assets Under Management)	$ 1,821,801,181

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.

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Advisor Monitoring

Firm Stability Insights

Kimberly M. Silvestri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly M. Silvestri's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

BILL FEW SECURITIES, INC.

Primary Firm SEC Registration

BERMAN MCALEER

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/2/2006

Current Firm

BERMAN MCALEER

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERMAN MCALEER

TRUST BUT VERIFY

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