BURT ASSOCIATES, INCORPORATED
Legal name: BURT WEALTH ADVISORS
CRD #105211 SEC #801-23924 NORTH BETHESDA, MD 301-770-9880
SEC Registered
Total AUM
$876.2M
Discretionary
$876.2M
Employees
15
Clients
101
Accounts
1,364
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURT, MARVIN, ROGER | I | CHAIRMAN | NA | Control |
| BURT, MARVIN, ROGER | I | CHAIRMAN | NA | Control |
| BURT, MARVIN, ROGER | I | CHAIRMAN | NA | Control |
| BURT, MARVIN, ROGER | I | CHAIRMAN | NA | Control |
| BURT, MARVIN, ROGER | I | CHAIRMAN | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT AND CEO | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, FREDERICK, JOSEPH | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CORNELIUS, MARIA, GEORGEANNE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
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| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
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| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
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| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
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| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BAI HOLDINGS, INCORPORATED | DE | HOLDING COMPANY | E | Control |
| BURT, JOY, LEE | I | SHAREHOLDER | C | Control |
| BURT, MARVIN, ROGER | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (16)
CA CT DC FL GA LA MA MD NC NE NH NY OR PA TX VA
Address
6116 EXECUTIVE BLVDSUITE 550
NORTH BETHESDA, MD 20852
United States
Phone: 301-770-9880