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Brett T. Holmes
BERMAN MCALEER
TIMONIUM, MD 21093
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CRD#: 5499074
BH
Professional summary
Brett T Holmes, CFP® is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brett has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Loyola Blakefield Alumni Association; Investment Related: No; Address: 500 Chestnut Ave Towson MD 21204; Nature of Business: Community/Charitable/Civic; Position, Title or Relationship: President (7/1/25); Start Date: 2/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help lead the Alumni Association meetings, support the rest of the Alumni Board, and help Alumni stay involved in the school's community. We also raise money through various events through the year to benefit a scholarship for sons of Alumni as well as other capital campaigns championed by the school. Business Name: BERMAN MCALEER PARTNERSHIP POSITION: Partial Owner NATURE: A pass through entity in the event of a partner's death INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2023 ADDRESS: 9690 Deereco Road, Suite 800, Timonium MD 21093 DESCRIPTION: None. I am one of the owners. Business Name: BERMAN MCALEER HOLDINGS, LLC POSITION: One of the owners NATURE: Sole activity of the business is to facilitate investment activities for the owners of the firm. Investments are mostly made in private, passive investment activities and each are pre-approved by compliance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2023 ADDRESS: 9690 Deereco Road, Suite 800, Timonium MD 21093 DESCRIPTION: I participate in the due diligence meetings and have input on which investments we make.
CRS (Client Relationship Summary) - RIA
Click below to view Brett T Holmes'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®
CFP®
Start date: 2015
Experience
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
February 26, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
TIMONIUM, MD
Past
August 13, 2012 - May 20, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
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".
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
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
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
