Professional Associations and Memberships

     

   

 
 

Disclosures

Burt Wealth Advisors, Inc. (“BWA”) is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA) located in Bethesda, Maryland.  BWA is in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisors by those states in which BWA maintains clients. BWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Further written disclosure information contained in SEC form ADV Part II, including registration status, fees, and services, is available upon written request.

This web site is limited to the dissemination of general information pertaining to BWA’s advisory services, together with access to additional investment-related information, publications, and web-links, and should not be considered as a solicitation by BWA to transact business of any sort, nor to provide investment advice, over the internet or in any jurisdiction in which it is not excluded or exempted from the registration as an investment advisor or in which BWA has not complied with any registration or filing requirements.  Any subsequent, direct communication by BWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 

The data and information contained herein is accurate insofar as we are aware.  BWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BWA’s web site or incorporated herein, and takes no responsibility therefore.  Certain portions of BWA’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, investment positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from BWA, or from any other investment professional.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

BWA does not provide tax or legal advice.  You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  Furthermore, the information resulting from the use of tools, calculators or other information on this web site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized advice.

BWA is very proud of our awards and industry accolades. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BWA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of BWA by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. As a result of being selected for the award or ranking, BWA may pay a fee to obtain a plaque or logo rights in order to promote the award to the public. For further information regarding the awards mentioned on the website (including the inclusion criteria), please see and click on the awards criteria link in the "In the News" section.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses.  There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies.

Contact Us

Call Us: 301-770-9880

Email: info@burtwealth.com

Burt Wealth Advisors
6010 Executive Blvd., Suite 900
Rockville, Maryland 20852 -

 

 

 

 

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