Courtney Fraser Regan

Current Employers

Marotta Wealth Management, Inc.

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2016-09-09

VA RA
APPROVED

Since 2016-09-09

Branch Locations

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • 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

Organization	City	State	From	To
Marotta Wealth Management	Charlottesville	VA	06/2016	Present

06/2016 → Present

Marotta Wealth Management

Charlottesville, VA

Other Businesses

Courtney Fraser teaches fitness classes at Pure Barre (2200 Old Ivy Rd, Unit 101, Charlottesville, VA 22903) since July of 2021. This requires approximately 8 hours per month and is not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-09

S65 Uniform Investment Adviser Law Examination

2016-09-09

Designations

Other Names

Courtney Rebecca Fraser

View on SEC IAPD

Current Employers

Marotta Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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