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Beth K Venit

Burt Wealth Advisors

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About Beth K Venit

Beth Venit is a financial advisor with Burt Wealth Advisors, registered in Maryland. Beth has been in the industry since 2005 and holds the Series 7, Series 9, Series 10 and Series 66 licenses. She is also a Certified Financial Planner. Prior to Burt Wealth Advisors, Beth was employed at Wells Fargo Advisors, LLC and UBS Financial Services Inc. Beth focuses on portfolio management for individuals and selection of other advisors.

Firm Information

Beth Venit is currently registered with Burt Wealth Advisors. Burt Wealth Advisors is a registered investment advisor headquartered in NORTH BETHESDA, MD. The firm manages approximately $796,053,958 in assets for 1,309 clients, primarily individuals, including high-net-worth individuals. Burt Wealth Advisors provides a range of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals.
Burt Wealth Advisors

6116 EXECUTIVE BLVD

NORTH BETHESDA, MD 20852

$796.05M

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Beth Venit’s Registration & Firm History

MD

09/21/2015 - Present

Burt Wealth Advisors (NORTH BETHESDA MD)

VA

02/01/2008 - 09/28/2015

WELLS FARGO ADVISORS, LLC (MCLEAN VA)

MD

06/14/2005 - 02/08/2008

UBS FINANCIAL SERVICES INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 07/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/03/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beth K Venit.
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