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David Lee Berman

BMC WEALTH MANAGEMENT·TIMONIUM, Maryland
Unclaimed Profile
9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 1877857Firm CRD# 332906
01

About

David Lee Berman is a registered financial advisor based in TIMONIUM, Maryland, affiliated with BMC WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BMC WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BMC WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1877857
Firm CRD# 332906
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Berman offer?
David Lee Berman specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.
What are David Lee Berman's credentials?
David Lee Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Berman located?
David Lee Berman is based in TIMONIUM, Maryland, working with BMC WEALTH MANAGEMENT. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.
How does David Lee Berman charge for services?
David Lee Berman'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.
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Edwin Scott Killinger — THE L. WARNER COMPANIES, INCStephen Samuel Duklewski — HARVEST INVESTMENT CONSULTANTS LLCDouglas Edward Jones — HARVEST INVESTMENT CONSULTANTS LLCRebecca Marie Hergenroeder — HERGENROEDER FINANCIAL ADVISORS, INC.Lee William Warner — THE L. WARNER COMPANIES, INC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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