Todd D. Growney

BURT WEALTH ADVISORS

NORTH BETHESDA, MD 20852

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CRD#: 2977505

Professional summary

Todd Daniel Growney, CFP® is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Todd has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Daniel Growney'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: 2009

Experience

Current

December 11, 2009 - Present

BURT WEALTH ADVISORS

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

RIA

CRD#: 105211

NORTH BETHESDA, MD

Past

February 8, 2000 - October 28, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

COLUMBIA, MD

Past

April 28, 1998 - October 28, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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
(12/11/2009)

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

State Security Law Exam

IAR

Series 65

Date: 10/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/4/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/21/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/3/2003

General Securities Sales Supervisor - Options Module Examination

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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Todd D. Growney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Daniel Growney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BURT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/1999

Series 63

Date: 3/10/1998

Series 7

Date: 3/4/1998

Series 10

Date: 1/21/2004

Series 9

Date: 10/3/2003

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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