Susan Michele Mitcheltree

Current Employers

Employment History

• 04/2016 → 05/2025
  Kestra Advisory Services, Llc
  Timonium, MD
• 12/2010 → 05/2025
  Kestra Investment Services, Llc
  Timonium, MD
• 01/2025 → Present
  Berman Mcaleer
  Timonium, MD

Previous Registrations

• 2016-04-25 → 2025-05-20
  Kestra Advisory Services, Llc
  Timonium, MD
  New York, NY
• 2010-12-01 → 2016-09-22
  Kestra Investment Services, Llc
  Timonium, MD
  New York, NY
• 2009-03-10 → 2010-11-15
  Park Avenue Securities Llc
  Lutherville, MD
• 2005-01-21 → 2009-02-17
  Equitable Advisors, Llc
  Columbia, MD
  Columbia, MD
  Lutherville, MD
  Stewartstown, PA

Other Businesses

Business Name: BMc HOLDINGS LLC. Investment Related: No. Address: 9690 Deereco Road, #800, Timonium MD 21093. Nature of Business: Other/None of the Above. Makes investments on behalf of the principals of the firm through a brokerage account held at NFS, through private investments after getting prior approval from Kestra Financial. Title: Member of the LLC. Start Date: 1/1/2016. Hours per month: 0% - 10% (0 - 16 hours). Hours per month during trading: 0% - 10% (0 - 14 hours). Duties: Passive investor. Business Name: BERMAN MCALEER PARTNERSHIP LLC. Investment Related. Address: 9690 Deereco Road, #800, Timonium, MD 21093. Nature of Business: Other/None of the Above. Manages and administers buy-sell and key person insurance policies for the partners of Berman McAleer LLC. Title: Member. Start Date: 1/1/2016. Hours per month: 0% - 10% (0 - 16 hours). Hours per month during trading hours: 0% - 10% (0 - 14 hours). Duties: None.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-18

Designations

Other Names

• Susan Michele Pryor