Andrew T Cook

Employer firm

Berman Mcaleer CRD 332906

$1.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 05/2025
  Kestra Advisory Services, Llc
  Timonium, MD
• 07/2004 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD
• 05/2025 → Present
  Berman Mcaleer
  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
  Timonium, MD
  New York, NY

Other Businesses

Business Name: BMC Holdings LLC Investment Related: Yes Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above Personal Investing Position, Title or Relationship: Partner Start Date: 1/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Determining as a group suitable investments for the four owners. Business Name: Berman McAleer Partnership Investment Related: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Insurance Position, Title or Relationship: Principal, and the other owners are my partners. Start Date: 12/31/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My ownership in this entity matches my ownership in Berman McAleer, Inc. with the goal to maintain an amount of death benefit at least equal to the current market value of my ownership in BMC Inc.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-22

Designations

• Certified Financial Planner