Burt Wealth Advisors

Burt Wealth Advisors (CRD# 105211) is a financial advisory firm headquartered in North Bethesda, MD. They manage $739,330,968 in 1,258 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    739
    MILLION
  • Total Number of Accounts
    1,258
    ACCOUNTS
  • Average Account Value
    $587,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, GA, LA, MA, MD, NC, NE, NY, OR, PA, TX, VA

Financial Advisors at Burt Wealth Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Frederick J. Cornelius
CRD#: 1588904
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Frederick Cornelius (CRD# 1588904) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 36 years of experience in the finance industry.

2
Maria G. Cornelius
CRD#: 1995756
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Maria Cornelius (CRD# 1995756) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 34 years of experience in the finance industry.

3
Todd D. Growney
CRD#: 2977505
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Todd Growney (CRD# 2977505) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 26 years of experience in the finance industry.

4
David M. Kanter
CRD#: 3122894
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

David Kanter (CRD# 3122894) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 13 years of experience in the finance industry.

5
Jennifer C. Maclennan
CRD#: 6558884
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Jennifer Maclennan (CRD# 6558884) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has 1 year of experience in the finance industry.

6
Deanna C. Tomasetti
CRD#: 3270340
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Deanna Tomasetti (CRD# 3270340) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 24 years of experience in the finance industry.

7
Beth K. Venit
CRD#: 4900421
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Beth Venit (CRD# 4900421) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 18 years of experience in the finance industry.

8
Sophie C. Leahy
CRD#: 6477491
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Sophie Leahy (CRD# 6477491) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has 1 year of experience in the finance industry.

9
Myrle A. Simone
CRD#: 2901905
6116 Executive Blvd, Suite 500, North Bethesda, MD 20852

Myrle Simone (CRD# 2901905) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has 1 year of experience in the finance industry.

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