Courtney Fell Kort

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-18
SC	RA	APPROVED	2025-06-10
CA	RA	APPROVED	2025-06-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hilton Head Island	SC	10/2010	Present
Bank Of America, N.A.	Hilton Head Island	SC	05/2025	Present

10/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hilton Head Island, SC
05/2025 → Present

Bank Of America, N.A.

Hilton Head Island, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-24

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