Courtney Smuder, financial advisor Naples FL
89 score

Courtney Smuder

CRD Number: 6108596
Current Firm: Morgan Stanley

Courtney Smuder (CRD# 6108596) is an Investment Advisor Representative working at Morgan Stanley in Naples, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Naples, FL Sep 2013 - Current 3
Mccormick And Schmick's Naples, FL Apr 2013 - Current 3
Wells Fargo Advisors, LLC Naples, FL Sep 2013 - Aug 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Aug 2012 - Sep 2013 1
Pele's Woodfire Grill Jacksonville, FL Nov 2011 - Mar 2013 1
Florida Coastal School Of Law Jacksonville, FL Aug 2009 - May 2012 2
Family Nurturing Center Jacksonville, FL Aug 2010 - May 2011 < 1
Orsay Jacksonville, FL Apr 2010 - Jul 2010 < 1
Cantina Laredo Jacksonville, FL Jan 2010 - Mar 2010 < 1
Big Hickory Seafood Grill Bonita Springs, FL Feb 2006 - Jul 2009 3
Naples Medical Center Naples, FL Feb 2008 - Nov 2008 < 1
Ridgway Bar And Grill Naples, FL Nov 2005 - May 2007 1
Florida Gulf Coast University Fort Myers, FL May 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Courtney N. Smuder
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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