Unclaimed Profile

Thomas Edward Burdette

ACCORDANT ADVISORY GROUP, INC.·ANNAPOLIS, Maryland

Series 65Clean record25 years registeredACCORDANT ADVISORY GROUP, INC.

309 THIRD STREET, ANNAPOLIS, MD 21403-2509CRD# 4487273Firm CRD# 117474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Edward Burdette · ANNAPOLIS, MD

Registration

CRD #4487273 · ACCORDANT ADVISORY GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC.

Nov 2000 – Feb 2026

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 8, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCORDANT ADVISORY GROUP, INC.

CRD 117474 · SEC 801-111762

AUM

$235M

Regulatory assets under management

Employees

570 client accounts

Services offered by ACCORDANT ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACCORDANT ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Edward Burdette offer?

Thomas Edward Burdette specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Edward Burdette's credentials?

Thomas Edward Burdette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Edward Burdette located?

Thomas Edward Burdette is based in ANNAPOLIS, Maryland, last registered with ACCORDANT ADVISORY GROUP, INC..

How does Thomas Edward Burdette charge for services?

Thomas Edward Burdette's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCORDANT ADVISORY GROUP, INC.?

ACCORDANT ADVISORY GROUP, INC. has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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