Brooke Meredith Courtney
Investment adviser representative at Ballast Rock Private Wealth
11 yearsExperience
2 statesRegistered in
$405.7MFirm assets
2 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ballast Rock Private WealthFeb 2024 to now
- Altair AdvisersSep 2019 to Jan 2024
- UnemployedMay 2019 to Aug 2019
- The University of AlabamaAug 2018 to Apr 2019
- Altair AdvisersMay 2018 to Jul 2018
- The University of AlabamaAug 2017 to May 2018
- Cambridge Financial Group, LLCMay 2017 to Aug 2017
- The University of AlabamaAug 2016 to May 2017
- Barre3May 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, SC).
Ballast Rock Private Wealth
Legal name: Ballast Rock Private Wealth LLC
$405.7MAssets managed
251Clients
10Advisers
2 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
- 8205077
- Firm CRD
- 322064