Owner · Berman McAleer
Susan M. Mitcheltree
CRD 4868188 · Named on Form ADV at one SEC-registered adviser
At a glance
Berman McAleer, an SEC-registered wealth manager based in Timonium, MD with $1.8 billion in regulatory assets, lists Susan M. Mitcheltree on its Form ADV as Owner, a control person.
Firms and roles
- Berman McAleerOwnerWealth manager · Timonium, MD · $1.8B in regulatory assets
AtlasMembers
Susan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- David L. BermanChief Executive Officer, Berman McAleer
- John J. McAleerOwner, Berman McAleer
- Patrick J. MonaghanOwner, Berman McAleer
- Andrew T CookOwner, Berman McAleer
- Melanie D. HaganOwner, Berman McAleer
3 more people named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.