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Courtney Rosenberg Orensky

Investment adviser representative at Davenport & Company LLC
27 yearsExperience
2 statesRegistered in
$24.7BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. #ia Davenport & Company LLCSep 2000 to now
  2. Davenport & Company LLCJun 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Davenport & Company LLC

$24.7BAssets managed
17,724Clients
339Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3242874
Firm CRD
1588
Advisor's SEC record (opens in a new tab)
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