Courtney N Schurman

$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
FL	RA	APPROVED	2024-08-16
TX	RA	APPROVED	2023-11-14

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dunwoody	GA	07/2023	Present
Bank Of America	Alpharetta	GA	06/2022	08/2022
Mellow Mushroom Pizza	Valdosta	GA	05/2021	11/2021
Iggys Bar And Grille	St Augustine	FL	05/2018	08/2018
Unemployed	St Augustine	FL	07/2013	05/2018
Unemployed	Valdosta	GA	08/2018	05/2021
Unemployed	Valdosta	GA	11/2021	06/2022
Unemployed	Valdosta	GA	08/2022	07/2023
Valdosta State University	Valdosta	GA	08/2018	05/2023
Bank Of America N.A.	Dunwoody	GA	08/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dunwoody, GA
06/2022 → 08/2022

Bank Of America

Alpharetta, GA
05/2021 → 11/2021

Mellow Mushroom Pizza

Valdosta, GA
05/2018 → 08/2018

Iggys Bar And Grille

St Augustine, FL
07/2013 → 05/2018

Unemployed

St Augustine, FL
08/2018 → 05/2021

Unemployed

Valdosta, GA
11/2021 → 06/2022

Unemployed

Valdosta, GA
08/2022 → 07/2023

Unemployed

Valdosta, GA
08/2018 → 05/2023

Valdosta State University

Valdosta, GA
08/2023 → Present

Bank Of America N.A.

Dunwoody, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-19