Inactive

Andrew Bruns

CRD 7059602

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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:

Current Employers

Berman Mcaleer

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-02-13

MD RA
APPROVED

Since 2025-02-13

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

Organization	City	State	From	To
Berman Mcaleer, Llc	Timonium	MD	01/2021	Present
Academy Financial	Lutherville	MD	11/2019	06/2020
Planning Solutions Group	Fulton	MD	01/2019	07/2019
Towson University	Towson	MD	08/2018	05/2022
Loyola Blakefield	Towson	MD	08/2011	06/2018

01/2021 → Present

Berman Mcaleer, Llc

Timonium, MD
11/2019 → 06/2020

Academy Financial

Lutherville, MD
01/2019 → 07/2019

Planning Solutions Group

Fulton, MD
08/2018 → 05/2022

Towson University

Towson, MD
08/2011 → 06/2018

Loyola Blakefield

Towson, MD

Designations

Certified Financial Planner

Other Names

Andrew Mark Bruns

View on SEC IAPD

Nearby Firms

L. K. BENSON & COMPANY, P.C.

THE L. WARNER COMPANIES, INC

KAWG&F FINANCIAL PLANNING GROUP LLC

Nearby Investors

LYLE KRAUS BENSON

CHRISTOPHER DAVID BENSON

SUSAN MICHELE MITCHELTREE

Nearby Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD

THE L. WARNER COMPANIES, INC · TIMONIUM, MD

KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD

More in Timonium, MD

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