Marissa Pinto Burt, financial advisor Waynesboro PA
96 score

Marissa Pinto Burt

CRD Number: 5438269
Current Firm: Edward Jones

Marissa Pinto Burt (CRD# 5438269) is an Investment Advisor Representative working at Edward Jones in Waynesboro, PA and has over 8 years of experience in the finance industry. Marissa Pinto Burt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward Jones Saint Louis, MO Jan 2016 - Current < 1
Cetera Investment Advisers LLC Chambersburg, PA Jan 2014 - Jan 2016 2
Cetera Investment Services St Cloud, MN Sep 2013 - Jan 2016 2
F &m Trust Co Chambersburg, PA May 2013 - Jan 2016 2
Invest Financial Corp. Chambersburg, PA Aug 2013 - Sep 2013 < 1
Edward Jones St Louis, MO May 2008 - May 2013 5
M&t Securities Chambersburg, PA Oct 2007 - May 2008 < 1
M&t Bank Chambersburg, PA Jun 2007 - May 2008 < 1
Public Opinion Chambersburg, PA Nov 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Marissa A. Pinto Burt
Phone Number: 314-515-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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