George A. Buchheister

VALUEWEALTH SERVICES

Upper Marlboro, MD

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CRD#: 3127092

Professional summary

George A Buchheister, who also goes by Brecht Bushheister, is a registered financial advisor currently at VALUEWEALTH SERVICES, LLC located in Upper Marlboro, Maryland.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. George has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brecht Bushheister

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 George A Buchheister'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®

None

Experience

Current

October 19, 2023 - Present

VALUEWEALTH SERVICES, LLC

RIA

CRD#: 304049

Upper Marlboro, MD

Past

April 16, 2004 - July 16, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

November 1, 2000 - July 16, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 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
(10/19/2023)

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: 10/19/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/19/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/31/2000

General Securities Representative Examination

Current Firm

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

Mailing Address

Phone number

(410) 286-9230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2B BROCHURE DIXON 11.25 (11/25/2025)

2A BROCHURE VALUEWEALTH 9.25 (9/18/2025)

2B BROCHURE BUCHHEISTER 7.24 (3/14/2025)

2B BROCHURE WYROUGH 3.24 (3/14/2025)

2B BROCHURE COOK 12.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 242,143,293

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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George A. Buchheister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George A Buchheister's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUEWEALTH SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VALUEWEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2023

Series 66

Date: 12/19/2000

Series 7

Date: 10/31/2000

Current Firm

VALUEWEALTH SERVICES, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUEWEALTH SERVICES, LLC

TRUST BUT VERIFY

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