Burt Wealth Advisors Information
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Burt Wealth Advisors
Summary
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualiz...Show more
Organization Website | burtwealthadvisors.com |
Social Links |  |
Phone Number | 301-770-9880 |
Industries | |
Headquarters Location | 6010 Executive Blvd, Rockville, MD, 20852 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Education Planning, Asset Allocation, Investment Research |
Founded | 1985 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Length of Employment
Employee tenure at Burt Wealth Advisors shows a diverse range of experience levels:
7% for 1–2 years13% for 3–4 years13% for 5–7 years7% for 8–10 years60% have over 11 years of service at Burt Wealth AdvisorsDiscover More
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Burt Wealth Advisors
Fred Cornelius
President & CEO
Beth Venit
Vice President
Todd Growney
Vice President, Financial Advisor, Investment Committee Member
Brendan Feury
Research Analyst
Jennifer MacLennan
VP, Financial Advisor, Investment Committee Member
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FAQ
Burt Wealth Advisors operates in the Finance, Portfolio Management industries. More details can be found on the official website: burtwealthadvisors.com.
The headquarters of Burt Wealth Advisors are located in Rockville, United States.
You can contact Burt Wealth Advisors by phone at 301-770-9880.
Burt Wealth Advisors currently employs 10-50 people.
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