AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MH

Matthew J. Hess

BERMAN MCALEER
TIMONIUM, MD 21093
Some features on this profile are disabled
CRD#: 7311919
MH

Professional summary

Matthew James Hess, who also goes by Matt Hess, is a registered financial advisor currently at BERMAN MCALEER located in Timonium, Maryland.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the SIE exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Hess

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 Matthew James Hess'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
Past

February 13, 2024 - April 1, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
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

General Industry/Product Exam
RR
SIE
Date: 10/29/2020
Securities Industry Essentials Examination

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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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 BROCHURE (5/29/2025)

Regulatory assets under management

Total Number of Accounts2,334
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.

Company Information

BERMAN MCALEER

CRD#: 332906Timonium, MD 21093

TRUST BUT VERIFY

Monitor Matthew Hess

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Brian Scott Mckinney
Brian MckinneyAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Gary Stuart Williams
Gary WilliamsAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Lawrence Nelson Leitch
Lawrence LeitchAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
TOWSON, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics