Myrle A. Simone

BURT WEALTH ADVISORS

NORTH BETHESDA, MD 20852

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CRD#: 2901905

Professional summary

Myrle Albertha Simone, CFP®, who also goes by Myrle Albertha Morris, is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.

Myrle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Myrle has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myrle Albertha Morris

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myrle Albertha Simone's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 5, 2022 - Present

BURT WEALTH ADVISORS

Office #1: 6116 Executive Blvd Suite 550, North Bethesda, MD 20852

RIA

CRD#: 105211

NORTH BETHESDA, MD

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
(8/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/8/2025)

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	Cover Page	Report
12/11/2023	Cover Page	Report
09/29/2022	Cover Page	Report

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.

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Myrle A. Simone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myrle Albertha Simone's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURT WEALTH ADVISORS

Primary Firm SEC Registration

BURT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

BURT WEALTH ADVISORS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BURT WEALTH ADVISORS

TRUST BUT VERIFY

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