Deanna C. Tomasetti
Professional summary
Deanna Carole Tomasetti, CFP®, who also goes by Deanna Carole Stern, is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.
Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Deanna has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deanna Carole Tomasetti's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 9, 2018 - Present
BURT WEALTH ADVISORS
Office #1: 6116 Executive Blvd Suite 550, North Bethesda, MD 20852December 22, 2014 - May 22, 2018
MCKINLEY CARTER WEALTH SERVICES, INC.
July 25, 2012 - December 22, 2014
UBS FINANCIAL SERVICES INC.
May 7, 2012 - December 22, 2014
UBS FINANCIAL SERVICES INC.
August 23, 1999 - July 16, 2002
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
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
(3/9/2018)
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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