Frederick J. Cornelius
BURT WEALTH ADVISORS
NORTH BETHESDA, MD 20852
Some features on this profile are disabled
CRD#: 1588904
Professional summary
Frederick Joseph Cornelius III, CFP® is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.
Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Frederick has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Frederick J. Cornelius, CFA, CFP ®President, CEO and Member of Burt Wealth Advisors Investment Policy Committee Mr. Cornelius joined Burt Wealth Advisors (BWA) in February of 1992. He graduated from Old Dominion University in 1986 with a bachelor's degree in Finance. In 1989, Mr. Cornelius earned his Certified Financial Planner (CFP® ) designation from the College of Financial Planning. In 1999, he became a Chartered Financial Analyst (CFA) Charterholder. These two designations uniquely qualified Mr. Cornelius to address both financial planning as well as highly technical investment management issues. Currently, only a small number of professionals possess both the CFP® and CFA designation. Mr. Cornelius is a NAPFA Registered Investment Advisor and a former Treasurer and member of the Northeast/Mid-Atlantic NAPFA Board of Directors. He is currently a member of the Financial Planning Association (FPA) and has served in a leadership capacity of the Suburban Maryland Chapter of the Institute of Certified Financial Planning, which later became the FPA. Mr. Cornelius has also served as a board member for the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. In addition, he is a member of the CFA Institute and Washington Society of Investment Analysts.Mr. Cornelius has been recognized numerous times by Worth Magazine as one of the Nation’s Most Exclusive Wealth Advisors, Washingtonian magazine as a top financial professional and Medical Economics as one of the 150 Best Advisors for Doctors. Kiplinger Personal Finance Magazine listed Fred among the Who’s Who of CFP’s in Maryland. In addition, Burt Wealth Advisors was selected as a “Best Practice” in a Financial Planning Association (FPA) study of advisory firms. This honor went to less than 10% of the firms participating in the study. The success of BWA is
NAPFA Start Date
November 25, 2002
Visit Website
Download vCard
Contact Fred Cornelius
(CFA, CFP®)
Full Name
Phone
Email*
Confirm Email*
Message
Submit
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Education Planning
Retirement Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Frederick Joseph Cornelius III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
April 17, 2001 - Present
BURT WEALTH ADVISORS
Office #1: 6116 Executive Blvd Suite 550, North Bethesda, MD 20852RIA
CRD#: 105211
NORTH BETHESDA, MD
Past
February 26, 1987 - February 6, 1992
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BURT WEALTH ADVISORS
BURT ASSOCIATES, INCORPORATED | BURT WEALTH ADVISORS
CRD#: 105211 / SEC#: 801-23924
RIA
Registered Investment Advisory firm - (4/23/1985 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(7/9/2001)
IAR
Texas(4/17/2001)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BURT WEALTH ADVISORS
BURT ASSOCIATES, INCORPORATED | BURT WEALTH ADVISORS
CRD#: 105211 / SEC#: 801-23924
RIA
Registered Investment Advisory firm - (4/23/1985 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6116 Executive Blvd Suite 550, North Bethesda, MD 20852
Mailing Address
Phone number
(301) 770-9880
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,364 |
| AUM (Assets Under Management) | $ 876,233,521 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/02/2024 | ||
| 12/11/2023 | ||
| 09/29/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
