Lawrence J. Attanasio

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CRD#: 821646

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lawrence James Attanasio, who also goes by Lawrence J Attanasio, Larry Attansio, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1994. Lawrence had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lawrence J Attanasio | Larry Attansio

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 29, 2008 - December 31, 2018

BURT WEALTH ADVISORS

RIA

CRD#: 105211

ROCKVILLE, MD

Past

February 23, 2005 - July 1, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

BETHESDA, MD

Past

January 8, 2004 - March 23, 2005

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

ST. LOUIS, MO

Past

July 23, 2001 - July 1, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

BETHESDA, MD

Past

January 4, 1999 - July 11, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

November 12, 1996 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

July 7, 1994 - December 31, 1995

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/24/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/20/1997

General Securities Principal 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

Lawrence J. Attanasio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF TRUST COMPANY, FSB

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

ESSEX NATIONAL SECURITIES, LLC

Primary Firm SEC Registration

BURT WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/1997

Series 63

Date: 7/6/1994

Series 7

Date: 11/21/1996

Series 6

Date: 7/6/1994

Series 24

Date: 2/20/1997

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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