Beth K. Venit
Professional summary
Beth K Venit, CFP®, who also goes by Beth Marie Kennedy, Beth Kennedy Venit, is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.
Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Beth has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Beth K Venit's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
September 21, 2015 - Present
BURT WEALTH ADVISORS
Office #1: 6116 Executive Blvd Suite 550, North Bethesda, MD 20852February 1, 2008 - September 28, 2015
WELLS FARGO CLEARING SERVICES, LLC
February 1, 2008 - September 28, 2015
WELLS FARGO CLEARING SERVICES, LLC
July 25, 2005 - February 8, 2008
UBS FINANCIAL SERVICES INC.
June 14, 2005 - February 8, 2008
UBS FINANCIAL SERVICES INC.
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
(9/21/2015)
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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