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Andrew T Cook

Investment Adviser Representative at Berman Mcaleer

Timonium, MDCRD #4838016Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew T. Cook is an investment adviser representative with Berman Mcaleer in Timonium, MD, where they have been registered since 2025. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and New York.

Office

9690 Deereco Road, Suite 800
Timonium, MD 21093

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/22/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/24/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Berman McaleerCurrent
2/13/2025 – Timonium, MD
Kestra Advisory Services, LLC
4/19/2016 – 5/20/2025Timonium, MD
NFP Advisor Services, LLC
9/25/2009 – 9/22/2016Timonium, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kestra Advisory Services, LLC
    Apr 2016 – May 2025Timonium, MD
  2. Kestra Investment Services, LLC
    Jul 2004 – May 2025Timonium, MD
  3. Berman Mcaleer
    May 2025 – no end date reportedTimonium, MD

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Berman Mcaleer

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,500,000 (waivable)
Firm's annual rate schedule by assets
  • First tier1.00%
  • Second tier0.75%
  • Third tier0.50%
  • Fourth tier0.30%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
2
Main office:
Timonium, MD
SEC file number:
801-131830

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Berman Mcaleer

12 other advisors in the directory

View Berman Mcaleer firm profile

Similar advisors in Timonium, MD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew T Cook has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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