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Chief Compliance Officer, Chief Financial Officer · Berman McAleer

William F. Bruns

CRD 4358827 · 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 William F. Bruns on its Form ADV as Chief Compliance Officer, Chief Financial Officer, a control person.

Firms and roles

  • Berman McAleerChief Compliance Officer, Chief Financial OfficerWealth manager · Timonium, MD · $1.8B in regulatory assets

AtlasMembers

William’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.