Genevieve M. Crisera

BERMAN MCALEER

TIMONIUM, MD 21093

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CRD#: 5490738

Professional summary

Genevieve M Crisera, CFP®, who also goes by Genevieve Crisera, Genevieve Lawrence, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Genevieve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Genevieve has worked at 5 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Genevieve Crisera | Genevieve Lawrence

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.

Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 2/1/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Bus Name: Berman McAleer, LLC Investment Related: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Client Advisor Start Date: 2/1/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial planning and investment management for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Genevieve M Crisera'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

Experience

Current

February 13, 2025 - Present

BERMAN MCALEER

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

RIA

CRD#: 332906

TIMONIUM, MD

Past

March 10, 2021 - March 27, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Timonium, MD

Past

March 10, 2021 - March 27, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TIMONIUM, MD

Past

March 23, 2016 - March 11, 2021

THE L. WARNER COMPANIES, INC

RIA

CRD#: 108001

TIMONIUM, MD

Past

June 23, 2010 - October 21, 2020

M HOLDINGS SECURITIES, INC.

CRD#: 43285

TIMONIUM, 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)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2010

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 (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

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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Genevieve M. Crisera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Genevieve M Crisera's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERMAN MCALEER

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

THE L. WARNER COMPANIES, INC

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

BERMAN MCALEER

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2010

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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