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AB

Andrew Bruns

BERMAN MCALEER
TIMONIUM, MD 21093
Some features on this profile are disabled
CRD#: 7059602
AB

Professional summary

Andrew Bruns, who also goes by Andrew Mark Bruns, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Mark Bruns

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 Andrew Bruns'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

February 13, 2025 - Present

BERMAN MCALEER

Office #1: 9690 Deereco Road Suite 800, Timonium, MD 21093
RIA
CRD#: 332906
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

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)
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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 (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,467
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.

Company Information

BERMAN MCALEER

CRD#: 332906Timonium, MD 21093

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