CA
Courtney M. Abrecht
TRUIST ADVISORY SERVICES
FREDERICK, MD 21703
Some features on this profile are disabled
CRD#: 5165082
CA
Professional summary
Courtney Michelle Abrecht, who also goes by Courtney Michelle Myers, Courtney Michelle Wolf, Courtney Myers Wolf, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Frederick, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Frederick, Maryland.
Courtney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Courtney has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Courtney Michelle Myers | Courtney Michelle Wolf | Courtney Myers Wolf
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HOLLY RIDGE HOA POSITION: HOA Board Member, Director / Treasurer NATURE: My neighborhood HOA. I have no access to banking associated with the HOA, however as a board member I have input in our spending. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Frederick MD, United States DESCRIPTION: I would attend quarterly HOA meetings where we discuss things like hiring maintenance workers and garbage collecting agencies, whether we would transfer funds from our HOA checking account to an interest-bearing savings account or escrow account, HOA community members who are delinquent on HOA member fees, and any other topics relevant to the neighborhood (like repaving, painting the roads, sign maintenance - etc.).
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Michelle Abrecht's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5280 Corporate Dr Fl 2, Ste A-250, Frederick, MD 21703RIA
CRD#: 283390
FREDERICK, MD
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5280 Corporate Dr Ste A-250, Frederick, MD 21703BD
CRD#: 17499
Frederick, MD
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
January 2, 2014 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WESTMINSTER, MD
Past
August 4, 2006 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WESTMINSTER, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/7/2021)
RR
Alaska(4/7/2021)
RR
Arizona(4/7/2021)
RR
Arkansas(4/7/2021)
RR
California(4/7/2021)
RR
Colorado(4/7/2021)
RR
Connecticut(4/7/2021)
RR
Delaware(4/7/2021)
RR
District of Columbia(4/7/2021)
RR
Florida(4/7/2021)
RR
Georgia(4/7/2021)
RR
Hawaii(4/7/2021)
RR
Idaho(4/7/2021)
RR
Illinois(4/7/2021)
RR
Indiana(4/7/2021)
RR
Iowa(4/7/2021)
RR
Kansas(4/7/2021)
RR
Kentucky(4/7/2021)
RR
Louisiana(4/7/2021)
RR
Maine(4/7/2021)
RR
Maryland(2/17/2021)
IAR
Maryland(2/17/2021)
RR
Massachusetts(4/7/2021)
RR
Michigan(4/7/2021)
RR
Minnesota(4/7/2021)
RR
Mississippi(4/7/2021)
RR
Missouri(4/7/2021)
RR
Montana(4/7/2021)
RR
Nebraska(4/7/2021)
RR
Nevada(4/7/2021)
RR
New Hampshire(4/7/2021)
RR
New Jersey(4/7/2021)
RR
New Mexico(4/7/2021)
RR
New York(4/7/2021)
RR
North Carolina(4/7/2021)
RR
North Dakota(4/7/2021)
RR
Ohio(4/7/2021)
RR
Oklahoma(4/7/2021)
RR
Oregon(4/7/2021)
RR
Pennsylvania(4/7/2021)
RR
Puerto Rico(4/7/2021)
RR
Rhode Island(4/7/2021)
RR
South Carolina(4/7/2021)
RR
South Dakota(4/7/2021)
RR
Tennessee(4/7/2021)
RR
Texas(4/7/2021)
RR
Utah(4/7/2021)
RR
Vermont(4/7/2021)
RR
Virgin Islands(4/7/2021)
RR
Virginia(4/7/2021)
RR
Washington(4/7/2021)
RR
West Virginia(4/7/2021)
RR
Wisconsin(4/7/2021)
RR
Wyoming(4/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
