Pranali P. Fortini

BURT WEALTH ADVISORS

NORTH BETHESDA, MD 20852

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CRD#: 6344785

Professional summary

Pranali Pai Fortini, CFP®, who also goes by Pranali Dayanand Pai, is a registered financial advisor currently at BURT WEALTH ADVISORS located in North Bethesda, Maryland.

Pranali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Pranali has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pranali Dayanand Pai

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 Pranali Pai Fortini'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: 2019

Experience

Current

July 25, 2024 - Present

BURT WEALTH ADVISORS

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

RIA

CRD#: 105211

NORTH BETHESDA, MD

Past

August 4, 2022 - June 5, 2023

BRIGHTON JONES LLC

RIA

CRD#: 108601

McLean, VA

Past

February 14, 2022 - April 7, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Bethesda, MD

Past

November 1, 2018 - April 27, 2021

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

BETHESDA, MD

Past

November 14, 2016 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

BETHESDA, MD

Past

November 14, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

BETHESDA, MD

Past

May 13, 2016 - November 18, 2016

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

POTOMAC, MD

Past

April 2, 2015 - November 18, 2016

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

POTOMAC, MD

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
(7/25/2024)

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 66

Date: 5/12/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2015

General Securities Representative 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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Firm Stability Insights

Pranali P. Fortini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pranali Pai Fortini's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTON JONES LLC

MML INVESTORS SERVICES, LLC

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL SERVICES, LLC

RETIREONE INVESTMENT SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BURT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2015

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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