Burt Wealth Advisors
Burt Wealth Advisors (CRD# 105211) is a financial advisory firm headquartered in North Bethesda, MD. They manage $796,053,958 in 1,309 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management796MILLION
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Total Number of Accounts1,309ACCOUNTS
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Average Account Value$608,139
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, DC, FL, GA, LA, MA, MD, NC, NE, NY, OR, PA, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.