Burt Wealth Advisors

Burt Wealth Advisors (CRD# 105211) is a financial advisory firm headquartered in Rockville, MD. They manage $521,424,894 in 1,006 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    521
    MILLION
  • Total Number of Accounts
    1,006
    ACCOUNTS
  • Average Account Value
    $518,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, LA, MD, NC, NE, OR, PA, TX, VA

Financial Advisors at Burt Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Lawrence J. Attanasio
CRD#: 821646
6010 Executive Blvd, Suite 900, Rockville, MD 20852
96
Wealthminder
score

Lawrence Attanasio (CRD# 821646) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 23 years of experience in the finance industry. Lawrence Attanasio 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.

2
Frederick J. Cornelius
CRD#: 1588904
6010 Executive Blvd, Suite 900, Rockville, MD 20852
96
Wealthminder
score

Frederick Cornelius (CRD# 1588904) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 30 years of experience in the finance industry. Frederick Cornelius 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.

3
Maria G. Cornelius
CRD#: 1995756
6010 Executive Blvd, Suite 900, Rockville, MD 20852
96
Wealthminder
score

Maria Cornelius (CRD# 1995756) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 27 years of experience in the finance industry. Maria Cornelius 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.

4
Todd D. Growney
CRD#: 2977505
6010 Executive Blvd, Suite 900, Rockville, MD 20852
96
Wealthminder
score

Todd Growney (CRD# 2977505) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 19 years of experience in the finance industry. Todd Growney 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.

5
Beth K. Venit
CRD#: 4900421
6010 Executive Blvd, Suite 900, Rockville, MD 20852
96
Wealthminder
score

Beth Venit (CRD# 4900421) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 12 years of experience in the finance industry. Beth Venit 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.

6
David M. Kanter
CRD#: 3122894
6010 Executive Blvd, Suite 900, Rockville, MD 20852
93
Wealthminder
score

David Kanter (CRD# 3122894) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 6 years of experience in the finance industry.

7
Jennifer C. Maclennan
CRD#: 6558884
6010 Executive Blvd, Suite 900, Rockville, MD 20852
90
Wealthminder
score

Jennifer Maclennan (CRD# 6558884) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has 1 year of experience in the finance industry. Jennifer Maclennan 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.