Courtney Massey

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Baltimore, MD • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	10/2022	11/2023
Clearone Advantage	Baltimore	MD	07/2019	08/2021
Lonzo Warren State Farm	Timonium	MD	12/2018	07/2019
Maryland Management Company	Baltimore	MD	08/2015	08/2018
Darden Restaurants	Halethorpe	MD	11/2014	11/2023
Fidelity Investments	Baltimore	MD	11/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2022 → 11/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
07/2019 → 08/2021

Clearone Advantage

Baltimore, MD
12/2018 → 07/2019

Lonzo Warren State Farm

Timonium, MD
08/2015 → 08/2018

Maryland Management Company

Baltimore, MD
11/2014 → 11/2023

Darden Restaurants

Halethorpe, MD
11/2023 → Present

Fidelity Investments

Baltimore, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Halethorpe, MD

Baltimore, MD
2023-03-28 → 2023-11-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Hunt Valley, MD

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-23

S66 Uniform Combined State Law Examination

2023-03-23

Other Names

Courtney T Massey
Courtney Tranay Massey

View on SEC IAPD