Maria G. Cornelius
Professional summary
Maria Georgeanne Cornelius, CFP®, who also goes by Maria Georgeanne Manis, is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Maria has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maria Georgeanne Cornelius's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
March 8, 1993 - Present
BURT WEALTH ADVISORS
Office #1: 6116 Executive Blvd Suite 550, North Bethesda, MD 20852June 26, 1991 - July 22, 1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 26, 1991 - July 22, 1993
OSAIC FA, INC.
January 1, 1990 - June 19, 1990
MONTGOMERY EQUITIES, INC.
Primary Firm SEC Registration
BURT WEALTH ADVISORS
CRD#: 105211 / SEC#: 801-23924
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/1993)
Exams
Current Firm
BURT WEALTH ADVISORS
CRD#: 105211 / SEC#: 801-23924
Contact information
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
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