Courtney Schuh
Courtney Schuh is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 19 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1702 E Highland Ave Ste 204, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Courtney is involved with the AZ Parent Teacher Assn. in child advocacy, spending a few hours per week. Courtney also works with Arizona Capital Management, a DBA for Cetera Business, dedicating about a quarter of their time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.