Courtney Shrewsberry is a ChFC-designated registered investment advisor, based in Stamford, CT, with 15 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2024 - Present · 2 yrs
Steward Partners Investment Advisory, LLC
May 2024 - Present · 2 yrs
Steward Partners Investment Solutions, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - May 2024 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - May 2024 · 13 yrs 5 mos
State Registrations31 states
CTDEFLGAIAILINKSLAMAMDMEMIMNMOMSNCNJNYOHORPASCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.