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Myrle Albertha Simone

Burt Wealth Advisors

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About Myrle Albertha Simone

Myrle Simone is a financial advisor with Burt Wealth Advisors, based in North Bethesda, MD. Myrle has been in the industry since September 2007. Myrle is a Certified Financial Planner. The advisor is registered with the state of Maryland.

Firm Information

Myrle Simone 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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Myrle Simone’s Registration & Firm History

MD

08/05/2022 - Present

Burt Wealth Advisors (NORTH BETHESDA MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Myrle Albertha Simone.
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