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Maria Georgeanne Cornelius

Burt Wealth Advisors

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About Maria Georgeanne Cornelius

Maria Cornelius is a financial advisor with Burt Wealth Advisors located in NORTH BETHESDA, MD. Maria Cornelius has been a registered investment advisor for over 30 years. Maria Cornelius holds the Series 6, Series 63, and Series 65 licenses. Maria Cornelius is also a Certified Financial Planner. Burt Wealth Advisors is a fee-only investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. Burt Wealth Advisors also provides services related to the selection of other advisors.

Firm Information

Maria Cornelius 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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Maria Cornelius’s Registration & Firm History

MD

01/01/2025 - Present

Burt Wealth Advisors (NORTH BETHESDA MD)

NA

06/26/1991 - 07/22/1993

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

06/26/1991 - 07/22/1993

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

01/01/1990 - 06/19/1990

MONTGOMERY EQUITIES, INC.

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Licenses & Designations

IA

Issued 06/10/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Georgeanne Cornelius.
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