Melanie Dee Hagan

Current Employers

Employment History

• 01/2025 → Present
  Berman Mcaleer
  Timonium, MD
• 04/2016 → 05/2025
  Kestra Advisory Services, Llc
  Timonium, MD
• 05/2006 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD

Previous Registrations

• 2016-04-19 → 2025-05-20
  Kestra Advisory Services, Llc
  Timonium, MD
• 2009-09-25 → 2016-09-22
  Kestra Investment Services, Llc
  Timonium, MD
  New York, NY
• 2004-10-05 → 2006-03-22
  Banc Of America Investment Services, Inc.
  Baltimore, MD

Other Businesses

Business Name: Berman McAleer Holdings, LLC Investment Related: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above Will invest in private direct investments. Position, Title or Relationship: Passive member Start Date: 1/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None Business Name: Berman McAleer Partnership Investment Related: No Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Insurance Position, Title or Relationship: General partner Start Date: 1/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None Business Name: Cool Kids Campaign Investment Related: No Address: 8422 Bellona Avenue Towson MD 21204 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board member elect Start Date: 2/5/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will attend advisory board meetings, participate in activities and events, provide any input needed, etc. Business Name: MARYVALE PREPARATORY SCHOOL POSITION: Board of Trustees Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2024 ADDRESS: 11300 Falls Road, Lutherville MD 21093, United States DESCRIPTION: Will attend regular Board meetings, a few school events annually, and may serve on the finance committee.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-04
• S65 Uniform Investment Adviser Law Examination
  1999-11-02

Other Names

• Melanie Dee Covahey
• Melanie Dee Cumberledge
• Melanie Hagan