TB
Thomas E. Burdette
ACCORDANT ADVISORY GROUP
FAIRFAX, VA 22030-7403
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CRD#: 4487273
TB
Professional summary
Thomas Edward Burdette is a registered financial advisor currently at ACCORDANT ADVISORY GROUP, INC. located in Fairfax, Virginia.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Thomas has worked at 1 firm and has passed the Series 65 exam.
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.
MR. BURDETTE IS THE MANAGING SHAREHOLDER OF THE BURDETTE SMITH GROUP, A PROFESSIONAL CORPORATION ENGAGED PRIMARILY IN THE ACCOUNTING BUSINESS. MR. BURDETTE SPENDS VIRTUALLY ALL OF HIS TIME ENGAGED IN RUNNING THE BURDETTE SMITH GROUP. THE BURDETTE SMITH GROUP'S OFFICES ARE LOCATED AT 4035 RIDGE TOP RD. #550 FAIRFAX VA 22030.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Edward Burdette's 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®
NoneExperience
Current
November 8, 2000 - Present
ACCORDANT ADVISORY GROUP, INC.
Office #1: 4035 Ridge Top Rd Ste 550, Fairfax, VA 22030-7403RIA
CRD#: 117474
FAIRFAX, VA
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".
AA
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.
CRD#: 117474 / SEC#: 801-111762
RIA
Registered Investment Advisory firm - (9/28/2017 Approved)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Texas
Registered Investment Advisory firm - (9/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2017 Terminated)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
Virginia(11/8/2000)
Current Firm
AA
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.
CRD#: 117474 / SEC#: 801-111762
RIA
Registered Investment Advisory firm - (9/28/2017 Approved)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Texas
Registered Investment Advisory firm - (9/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
309 Third Street, Annapolis, MD 21403-2509
Mailing Address
Phone number
(410) 348-1499
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 398 |
| AUM (Assets Under Management) | $ 208,429,251 |
Red Flags
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