Brendan Feury, Cfa
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Brendan Feury, Cfa Email & Phone Number

Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios at Burt Wealth Advisors
Location: Nottingham, Maryland, United States 5 work roles 3 schools
1 work email found @burtwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@burtwealth.com
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Current company
Burt Wealth Advisors
Role
Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios
Location
Nottingham, Maryland, United States
Company size
9 employees

Who is Brendan Feury, Cfa? Overview

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Quick answer

Brendan Feury, Cfa is listed as Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios at Burt Wealth Advisors, a company with 9 employees, based in Nottingham, Maryland, United States. AeroLeads shows a work email signal at burtwealth.com and a matched LinkedIn profile for Brendan Feury, Cfa.

Brendan Feury, Cfa previously worked as Research Analyst at Burt Wealth Advisors and Due Diligence Analyst at Ameritas Investment Corp.. Brendan Feury, Cfa holds Msf, Finance from Loyola University Maryland.

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Email format at Burt Wealth Advisors

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*@burtwealth.com
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Profile bio

About Brendan Feury, Cfa

As the Research Analyst for Burt Wealth Advisors, I am responsible for monitoring portfolio investments and researching trends within the capital markets. Using a blend of proprietary and third-party investment research, I work with our Investment Committee to craft strategic and tactical investment strategies for our clients. In this position, I am able to draw on my extensive and diverse experiences in the investment industry which include investment analysis and due diligence, portfolio management, asset allocation and trading. In addition to my professional experiences, I am also able to leverage my education background having received a Bachelor of Science in Finance from West Virginia University and a Master of Science in Finance from Loyola College (MD). During my time at Loyola I had the opportunity to manage a portion of the school's endowment fund and was inducted into the international business honor society of Beta Gamma Sigma. In 2016, I successfully completed the requirements to become a CFA Charterholder. For over 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation. Contact Info: 301-770-9880, bfeury@burtwealth.com or www.burtwealth.com

Listed skills include Investments, Equities, Mutual Funds, Securities, and 7 others.

Current workplace

Brendan Feury, Cfa's current company

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Burt Wealth Advisors
Burt Wealth Advisors
Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios
rockville, maryland, united states
Website
burtwealthadvisors.com
Employees
9
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5 roles

Brendan Feury, Cfa work experience

A career timeline built from the work history available for this profile.

Research Analyst

Current
Burt Wealth Advisors

6010 Executive Blvd, Rockville, MD

Independent SEC Registered Investment Advisor

Jan 2010 - Present

Due Diligence Analyst

Ameritas Investment Corp.

4550 Montgomery Ave., Bethesda, MD

Insurance Affiliated Broker/Dealer

May 2007 - Dec 2009

Uit Trader

Ferris, Baker Watts

100 Light Street, Baltimore, MD

DC based Investment Bank (acquired by RBC)

Jun 1999 - Dec 2001
Team & coworkers

Colleagues at Burt Wealth Advisors

Other employees you can reach at burtwealthadvisors.com. View company contacts for 9 employees →

BV Beth Venit, Cfp® Beth Venit, Cfp® Colleague at Burt Wealth AdvisorsRockville, Maryland, United States, United States View → DT Deanna Tomasetti, Cfp® Deanna Tomasetti, Cfp® Colleague at Burt Wealth AdvisorsGaithersburg, Maryland, United States, United States View → JM Jennifer Maclennan, Cfp®, Cpa Jennifer Maclennan, Cfp®, Cpa Colleague at Burt Wealth AdvisorsRockville, Maryland, United States, United States View → SL Sophie Leahy, Cfp® Sophie Leahy, Cfp® Colleague at Burt Wealth AdvisorsVentura, California, United States, United States View → TG Todd Growney, Cfp® Todd Growney, Cfp® Colleague at Burt Wealth AdvisorsRockville, Maryland, United States, United States View → MC Maria Cornelius, Cfp® Maria Cornelius, Cfp® Colleague at Burt Wealth AdvisorsWashington DC-Baltimore Area, United States View → PC Pat Cornelius Pat Cornelius Colleague at Burt Wealth AdvisorsRockville, Maryland, United States, United States View →
3 education records

Brendan Feury, Cfa education

Msf, Finance

Loyola University Maryland

Activities and Societies: Managed portion of college endowment in 2008 - Member Beta Gamma Sigma, international business honor society.

Bsba, Finance

West Virginia University

Activities and Societies: Achieved highest score on WVU Financial Proficiency Exam among graduating classCourse work included Accounting.

Education record

Dulaney
FAQ

Frequently asked questions about Brendan Feury, Cfa

Quick answers generated from the profile data available on this page.

What company does Brendan Feury, Cfa work for?

Brendan Feury, Cfa works for Burt Wealth Advisors.

What is Brendan Feury, Cfa's role at Burt Wealth Advisors?

Brendan Feury, Cfa is listed as Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios at Burt Wealth Advisors.

What is Brendan Feury, Cfa's email address?

AeroLeads has found 1 work email signal at @burtwealth.com for Brendan Feury, Cfa at Burt Wealth Advisors.

Where is Brendan Feury, Cfa based?

Brendan Feury, Cfa is based in Nottingham, Maryland, United States while working with Burt Wealth Advisors.

What companies has Brendan Feury, Cfa worked for?

Brendan Feury, Cfa has worked for Burt Wealth Advisors, Ameritas Investment Corp., Ameriprise Financial Services, Inc., and Ferris, Baker Watts.

Who are Brendan Feury, Cfa's colleagues at Burt Wealth Advisors?

Brendan Feury, Cfa's colleagues at Burt Wealth Advisors include Beth Venit, Cfp®, Deanna Tomasetti, Cfp®, Jennifer Maclennan, Cfp®, Cpa, Sophie Leahy, Cfp®, and Todd Growney, Cfp®.

How can I contact Brendan Feury, Cfa?

You can use AeroLeads to view verified contact signals for Brendan Feury, Cfa at Burt Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Brendan Feury, Cfa attend?

Brendan Feury, Cfa holds Msf, Finance from Loyola University Maryland.

What skills is Brendan Feury, Cfa known for?

Brendan Feury, Cfa is listed with skills including Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, and Wealth Management.

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