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Todd Daniel Growney

Burt Wealth Advisors

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About Todd Daniel Growney

Todd Daniel Growney is a financial advisor with Burt Wealth Advisors, a firm that provides financial planning, portfolio management, and selection of other advisors services. Todd has been in the industry since 1998 and has a wide range of experience and expertise. Todd is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Todd is a registered Investment Advisor representative in Maryland.

Firm Information

Todd Growney 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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Todd Growney’s Registration & Firm History

MD

12/11/2009 - Present

Burt Wealth Advisors (NORTH BETHESDA MD)

TX

04/28/1998 - 10/28/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 10/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/03/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Daniel Growney.
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