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Adam R Murray

Berman Mcaleer

Timonium, MD

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Current Employers
Berman Mcaleer

9690 Deereco Road Suite 800, Timonium, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-14
  • MD RA
    APPROVED
    Since 2025-02-14

Branch Locations

9690 Deereco Road Suite 800, Timonium, MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sei Investments Oaks PA 04/2013 09/2017
Kestra Investment Services, Llc Timonium MD 10/2017 05/2025
Kestra Advisory Services, Llc Timonium MD 10/2017 05/2025
Berman Mcaleer Timonium MD 01/2025 Present
  • 04/2013 → 09/2017
    Sei Investments
    Oaks, PA
  • 10/2017 → 05/2025
    Kestra Investment Services, Llc
    Timonium, MD
  • 10/2017 → 05/2025
    Kestra Advisory Services, Llc
    Timonium, MD
  • 01/2025 → Present
    Berman Mcaleer
    Timonium, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-09
S63 Uniform Securities Agent State Law Examination 2012-09-20
  • S65 Uniform Investment Adviser Law Examination
    2013-09-09
  • S63 Uniform Securities Agent State Law Examination
    2012-09-20
Designations
Other Names
  • Adam Murray
  • Adam R Murray
  • Adam Robertson Murray

View on SEC IAPD

Other Firms

L. K. BENSON & COMPANY, P.C.
THE L. WARNER COMPANIES, INC
KAWG&F FINANCIAL PLANNING GROUP LLC
WAYPOINT WEALTH MANAGEMENT
KBSTM PARTNERS, LLC
CAPITAL PORTFOLIO MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITY SERVICES, INC.

Other Investors

LYLE KRAUS BENSON
CHRISTOPHER DAVID BENSON
SUSAN MICHELE MITCHELTREE
KIMBERLY M. SILVESTRI
DAVID LEE BERMAN
PATRICK JOSEPH MONAGHAN
MELANIE DEE HAGAN
ANDREW T COOK

Other Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD
KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT · TIMONIUM, MD
KBSTM PARTNERS, LLC · TIMONIUM, MD
CAPITAL PORTFOLIO MANAGEMENT, INC. · TIMONIUM, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Timonium, MD
EQUITY SERVICES, INC. · TIMONIUM, MD

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