Courtney Moriarty (CRD# 6802538) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | Columbus, OH | Sep 2022 - Current | 1 |
| Nationwide Investment Services Corp | Columbus, OH | Jul 2019 - Aug 2022 | 3 |
| Nationwide | Columbus, OH | Jul 2018 - Aug 2022 | 4 |
| Standard Hall | Columbus, OH | Apr 2017 - Aug 2018 | 1 |
| Bob Evans | Columbus, OH | Apr 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- OH
-
Total Assets Under Management2,615MILLIONS
-
Total Number of Accounts2,036ACCOUNTS
-
Average Account Value$1,284,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, MD, NC, NY, OH, PA, TX, VA, WV
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