Genevieve M Crisera
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Genevieve Crisera, Genevieve Lawrence
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Current Firm
BERMAN MCALEER | BMC WEALTH MANAGEMENT | BERMAN MCALEER, LLC
Contact Information
Main Address
9690 Deereco Road Suite 800, Timonium, MD 21093Phone Number
(410) 560-9960# of Employees
29SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,467AUM (Assets Under Management)
$1,821,801,181Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Primary Firm SEC Registration
BERMAN MCALEER | BMC WEALTH MANAGEMENT | BERMAN MCALEER, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Genevieve M Crisera's CRS (Customer Relationship Summary).
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
