Brett T Holmes

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
• 08/2012 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD
• 01/2025 → Present
  Berman Mcaleer
  Timonium, MD

Previous Registrations

• 2016-04-19 → 2025-05-20
  Kestra Advisory Services, Llc
  Timonium, MD
• 2013-02-26 → 2016-09-22
  Kestra Investment Services, Llc
  Timonium, MD
  New York, NY

Other Businesses

Business Name: Loyola Blakefield Alumni Association; Investment Related: No; Address: 500 Chestnut Ave Towson MD 21204; Nature of Business: Community/Charitable/Civic; Position, Title or Relationship: President (7/1/25); Start Date: 2/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I help lead the Alumni Association meetings, support the rest of the Alumni Board, and help Alumni stay involved in the school's community. We also raise money through various events through the year to benefit a scholarship for sons of Alumni as well as other capital campaigns championed by the school. Business Name: BERMAN MCALEER PARTNERSHIP POSITION: Partial Owner NATURE: A pass through entity in the event of a partner's death INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2023 ADDRESS: 9690 Deereco Road, Suite 800, Timonium MD 21093 DESCRIPTION: None. I am one of the owners. Business Name: BERMAN MCALEER HOLDINGS, LLC POSITION: One of the owners NATURE: Sole activity of the business is to facilitate investment activities for the owners of the firm. Investments are mostly made in private, passive investment activities and each are pre-approved by compliance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2023 ADDRESS: 9690 Deereco Road, Suite 800, Timonium MD 21093 DESCRIPTION: I participate in the due diligence meetings and have input on which investments we make.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst