Courtney Michelle Abrecht

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 02/2021
  Bb&T Investments
  Westminister, MD
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Westminster, MD
• 02/2021 → Present
  Truist Investment Services, Inc.
  Westminster, MD
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Westminster, MD
  Charlotte, NC
  Severna Park, MD
  Richmond, VA
• 2014-01-02 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Westminster, MD
  Charlotte, NC
  Severna Park, MD

Other Businesses

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.).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-27
• S63 Uniform Securities Agent State Law Examination
  2006-08-31

Other Names

• Courtney Michelle Myers
• Courtney Myers Wolf
• Courtney Michelle Wolf