Maria
Cornelius

Burt Wealth Advisors

CRD#1995756
Investment Advisor
in Rockville, MD

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About this Advisor

Maria Cornelius is a financial advisor based in Rockville, Maryland, working with Burt Wealth Advisors. Maria has previously held a position at Burt Associates, Inc. Maria has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Maria is part of Burt Wealth Advisors, which operates out of Rockville, Maryland. The firm has 13 employees and manages assets totaling $796.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Burt Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6116 Executive Blvd Suite 500
Rockville, MD 20852

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Burt Wealth Advisors Brokerage Details

Total Assets Under Management

$796,053,958

MD Average: $6,889,882,315
Total Number of Employees

13

MD Average: 45
Total Number of Accounts

1,309

MD Average: 765
Average Account Size

$608,139

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Maria Cornelius Work History

1992 - Present (33 years)

Burt Associates, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Maria 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

Deanna Tomasetti
Rockville, MD
Sophie Leahy
Rockville, MD
Beth Venit
Rockville, MD
Myrle Simone
Rockville, MD
Todd Growney
Rockville, MD
Jennifer Maclennan
Rockville, MD
Frederick Cornelius
Rockville, MD
Maria Cornelius
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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