Adam R. Murray

BERMAN MCALEER

TIMONIUM, MD 21093

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CRD#: 6102077

Professional summary

Adam R Murray, CFP®, who also goes by Adam Murray, Adam Robertson Murray, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Adam has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Murray | Adam Robertson Murray

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: Berman McAleer Investment Related: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 10/2/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment management, rebalancing, advisor supportBusiness 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: 10/2/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam R Murray'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: 2018

Experience

Current

February 14, 2025 - Present

BERMAN MCALEER

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

RIA

CRD#: 332906

TIMONIUM, MD

Past

October 25, 2017 - May 20, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Timonium, MD

Past

October 24, 2017 - May 20, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TIMONIUM, MD

Past

September 9, 2013 - October 3, 2017

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

June 6, 2013 - October 3, 2017

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

October 12, 2012 - April 23, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, 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
(2/14/2025)

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 65

Date: 9/9/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2012

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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Firm Stability Insights

Adam R. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam R Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BERMAN MCALEER

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2013

Series 63

Date: 9/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2012

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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