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Frederick Joseph Cornelius

BURT ASSOCIATES, INCORPORATED·NORTH BETHESDA, Maryland
Series 7, Series 63, Series 65Clean record25 years registeredBURT ASSOCIATES, INCORPORATED
6116 EXECUTIVE BLVD, NORTH BETHESDA, MD 20852CRD# 1588904Firm CRD# 105211

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Joseph Cornelius · NORTH BETHESDA, MD
Registration
CRD #1588904 · BURT ASSOCIATES, INCORPORATED · 25 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Nov 2025 – present
BURT WEALTH ADVISORS
Apr 2001 – Mar 2026
NORTH BETHESDA, MD
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 17, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURT ASSOCIATES, INCORPORATED
CRD 105211 · SEC 801-23924
AUM
$796M
Regulatory assets under management
Employees
13
1,309 client accounts
Services offered by BURT ASSOCIATES, INCORPORATED
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BURT ASSOCIATES, INCORPORATED →
Introduction

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05

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 at BURT ASSOCIATES, INCORPORATED

Maria Georgeanne Cornelius
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