Unclaimed Profile

Brett T Holmes

BMC WEALTH MANAGEMENT·TIMONIUM, Maryland

SIE, Series 7, Series 66CFP CFAClean record13 years registeredBMC WEALTH MANAGEMENT

9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 5499074Firm CRD# 332906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett T Holmes · TIMONIUM, MD

Registration

CRD #5499074 · BMC WEALTH MANAGEMENT · 13 years registered

Brand Profile

Not yet started

Career History

BERMAN MCALEER

Feb 2025 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – May 2025

TIMONIUM, MD

NFP ADVISOR SERVICES, LLC

Feb 2013 – Sep 2016

TIMONIUM, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 26, 2013

Years registered · 13

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMC WEALTH MANAGEMENT

CRD 332906 · SEC 801-131830

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BMC WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BMC WEALTH MANAGEMENT →

Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TIMONIUM?

Browse all registered financial advisors in TIMONIUM, Maryland or claim this profile if it's yours.

Browse TIMONIUM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brett T Holmes offer?

Brett T Holmes specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.

What are Brett T Holmes's credentials?

Brett T Holmes holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brett T Holmes located?

Brett T Holmes is based in TIMONIUM, Maryland, working with BMC WEALTH MANAGEMENT. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.

How does Brett T Holmes charge for services?

Brett T Holmes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMC WEALTH MANAGEMENT?

BMC WEALTH MANAGEMENT has approximately 11 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →