Courtney M Shrewsberry
Investment adviser representative at Steward Partners Investment Advisory, LLC
16 yearsExperience
3 statesRegistered in
ChFC®Designation
$36.7BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Steward Partners Investment Advisory, LLCMay 2024 to now
- Steward Partners Global Advisory, LLCMay 2024 to now
- Steward Partners Investment Solutions, LLCMay 2024 to now
- Bank of America, N.A.Jan 2018 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2010 to May 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 5716552
- Firm CRD
- 283004