Unclaimed Profile

Courtney Claire Shea

COLUMBIA CAPITAL MANAGEMENT, LLC·MERRIAM, Kansas

Clean recordCOLUMBIA CAPITAL MANAGEMENT, LLC

6700 ANTIOCH, MERRIAM, KS 66204CRD# 1418109Firm CRD# 112773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Courtney Claire Shea · MERRIAM, KS

Registration

CRD #1418109 · COLUMBIA CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Courtney Claire Shea is a registered financial advisor based in MERRIAM, Kansas, affiliated with COLUMBIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →

Services

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1418109

Firm CRD# 112773

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Frequently Asked Questions

What services does Courtney Claire Shea offer?

Courtney Claire Shea specializes in Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.

What are Courtney Claire Shea's credentials?

Courtney Claire Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney Claire Shea located?

Courtney Claire Shea is based in MERRIAM, Kansas, working with COLUMBIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.

How does Courtney Claire Shea charge for services?

Courtney Claire Shea's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMBIA CAPITAL MANAGEMENT, LLC?

COLUMBIA CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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