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Frederick Joseph Cornelius

BURT ASSOCIATES, INCORPORATED·NORTH BETHESDA, Maryland
Unclaimed Profile
6116 EXECUTIVE BLVD, NORTH BETHESDA, MD 20852CRD# 1588904Firm CRD# 105211
01

About

Frederick Joseph Cornelius is a registered financial advisor based in NORTH BETHESDA, Maryland, affiliated with BURT ASSOCIATES, INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURT ASSOCIATES, INCORPORATED
BURT WEALTH ADVISORS
AUM
$796M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BURT ASSOCIATES, INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1588904
Firm CRD# 105211
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frederick Joseph Cornelius offer?
Frederick Joseph Cornelius specializes in Financial Planning, Investment Management. Contact their office in NORTH BETHESDA, Maryland for a consultation.
What are Frederick Joseph Cornelius's credentials?
Frederick Joseph Cornelius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Joseph Cornelius located?
Frederick Joseph Cornelius is based in NORTH BETHESDA, Maryland, working with BURT ASSOCIATES, INCORPORATED. Their office serves clients in the NORTH BETHESDA metropolitan area and surrounding communities.
How does Frederick Joseph Cornelius charge for services?
Frederick Joseph Cornelius's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURT ASSOCIATES, INCORPORATED?
BURT ASSOCIATES, INCORPORATED has approximately 13 employees and manages $796M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH BETHESDA
Jan Amie Soldinger Campbell — TRICAPITAL ADVISORS INCRobert Nmi Lopinto — TRICAPITAL ADVISORS INCMark Elliot Schwartz — TRICAPITAL ADVISORS INCMaria Georgeanne Cornelius — BURT ASSOCIATES, INCORPORATEDDavid Lawrence Straus — NEW POTOMAC PARTNERS LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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