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Brooke Meredith Courtney

Ballast Rock Private Wealth

Charleston, SC

Carlsbad, CA

CRD 8205077

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Employer firm

Ballast Rock Private Wealth CRD 322064

$406M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Ballast Rock Private Wealth

460 King Street Suite 200, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
SC RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23
  • SC RA
    APPROVED
    Since 2025-12-23

Branch Locations

460 King Street Suite 200, Charleston, SC 29403 • United States

Carlsbad, CA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altair Advisers Chicago IL 09/2019 01/2024
The University Of Alabama Tuscaloosa AL 08/2018 04/2019
Altair Advisers Chicago IL 05/2018 07/2018
Unemployed Chicago IL 05/2019 08/2019
The University Of Alabama Tuscaloosa AL 08/2017 05/2018
The University Of Alabama Tuscaloosa AL 08/2016 05/2017
Ballast Rock Private Wealth Charleston SC 02/2024 Present
Cambridge Financial Group, Llc Tucson AZ 05/2017 08/2017
Barre3 Tucson AZ 05/2015 05/2017
  • 09/2019 → 01/2024
    Altair Advisers
    Chicago, IL
  • 08/2018 → 04/2019
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2018 → 07/2018
    Altair Advisers
    Chicago, IL
  • 05/2019 → 08/2019
    Unemployed
    Chicago, IL
  • 08/2017 → 05/2018
    The University Of Alabama
    Tuscaloosa, AL
  • 08/2016 → 05/2017
    The University Of Alabama
    Tuscaloosa, AL
  • 02/2024 → Present
    Ballast Rock Private Wealth
    Charleston, SC
  • 05/2017 → 08/2017
    Cambridge Financial Group, Llc
    Tucson, AZ
  • 05/2015 → 05/2017
    Barre3
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

Nearby Firms

PALMETTO ADVISORY
CHARLESTON EQUITY PARTNERS, LLC
EQUITABLE ADVISORS, LLC

Nearby Investors

Christian Dan Salomone
TROY JOHN DAVIDSON
JAMES BERNARD CARROLL

Nearby Offices

PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC

More in Charleston, SC

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