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Deanna Carole Tomasetti

Burt Wealth Advisors

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About Deanna Carole Tomasetti

Deanna Carole Tomasetti is a financial advisor with Burt Wealth Advisors. Deanna has been in the industry for over 20 years and is a Certified Financial Planner. Deanna has a variety of experience with different firms including UBS Financial Services and TIAA-CREF. Deanna is registered with the state of Maryland. Burt Wealth Advisors is a registered investment advisor with the SEC and provides investment advisory services to individuals and high-net-worth individuals. The firm has approximately $796 million in assets under management.

Firm Information

Deanna Tomasetti 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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Deanna Tomasetti’s Registration & Firm History

MD

03/09/2018 - Present

Burt Wealth Advisors (NORTH BETHESDA MD)

MD

05/07/2012 - 12/22/2014

UBS FINANCIAL SERVICES INC. (BETHESDA MD)

NY

08/23/1999 - 07/16/2002

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deanna Carole Tomasetti.
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