Frederick
Cornelius
Burt Wealth Advisors
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About this Advisor
Frederick Cornelius is a certified financial planner and chartered financial analyst working in Rockville, Maryland who has 22 years of industry experience. Cornelius is an employee of Burt Wealth Advisors. They have spent all of their employment at Burt Wealth Advisors. Cornelius holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland and Texas. Burt Wealth Advisors is a company that has its headquarters in Rockville, MD. It handles $739 million in assets under management across its 1,258 client accounts, placing it among the larger firms in the United States by assets under management. Of its 1,258 accounts, 49% are associated with high-net-worth clients who have at least $1 million in assets. Burt Wealth Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on which service is provided. However, fee types charged by Burt Wealth Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burt Wealth Advisors Brokerage Details
$739,330,968
14
1,258
$587,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frederick Cornelius Work History
Frederick has been registered as a financial advisor for 22 years.*
Burt Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Cornelius to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burt Wealth Advisors
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
