Unclaimed Profile

David Lee Berman

BMC WEALTH MANAGEMENT·TIMONIUM, Maryland

SIE, Series 6, Series 7, Series 22, Series 63, Series 65CFP ChFCClean record25 years registeredBMC WEALTH MANAGEMENT

9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 1877857Firm CRD# 332906

Profile Verification

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

Identity

David Lee Berman · TIMONIUM, MD

Registration

CRD #1877857 · BMC WEALTH MANAGEMENT · 25 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

Jan 2003 – Sep 2016

TIMONIUM, MD

PARK AVENUE SECURITIES LLC

Jan 2001 – Jan 2003

TIMONIUM, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Professional designations · CFP, ChFC

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

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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