This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BERMAN MCALEER

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Mar 23, 2016

Dual registered

no

Other names

GENEVIEVE LAWRENCE|GENEVIEVE LAWRENCE|GENEVIEVE CRISERA

IAPD individual key

5490738

• Occurred

  Mar 27, 2025
  Advisor changed firm

  Genevieve M Crisera left Kestra Advisory Services, Llc for Berman Mcaleer (registered 2025-02-13)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55d8765e-3318-1aae-00c3-dd31b4c4becb

First observed

Mar 23, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.