Genevieve M Crisera
Investment Adviser Representative at Berman Mcaleer
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Genevieve M. Crisera 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 2010 and have been registered with 3 firms, including Kestra Advisory Services, LLC and The L. Warner Companies, Inc. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- M Holding Securities, IncApr 2010 – Oct 2020Portland, OR
- L. Warner Companies, IncApr 2010 – Oct 2020Timonium, MD
- HomemakerNov 2020 – Jan 2021Parkton, MD
- Kestra Investment Services, LLCFeb 2021 – Mar 2025New York, NY
- Kestra Advisory Services, LLCFeb 2021 – Mar 2025New York, NY
- Berman McaleerJan 2025 – no end date reportedTimonium, MD
Official records & sources
Data as of August 10, 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)
- 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
Client types the firm serves
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 profileOther advisors at Berman Mcaleer
12 other advisors in the directory
Similar advisors in Timonium, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Genevieve M Crisera 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.
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