Unclaimed Profile

Courtney Claire Shea

COLUMBIA CAPITAL MANAGEMENT, LLC·MERRIAM, Kansas

Series 7, Series 24, Series 50, Series 53, Series 54, Series 63, Series 66Clean record17 years registeredCOLUMBIA 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 · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLUMBIA CAPITAL MANAGEMENT, LLC

COLUMBIA CAPITAL MANAGEMENT, LLC

Jul 2015 – Apr 2021

CHICAGO, IL

PODESTA & CO.

Feb 2009 – Oct 2013

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 50

Series 53

Series 54

Series 63

Series 66

Registration record

First registered · February 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD 112773 · SEC 801-55499

AUM

$1.7B

Regulatory assets under management

Employees

90 client accounts

Services offered by COLUMBIA CAPITAL MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

Other

View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Courtney Claire Shea offer?

Courtney Claire Shea specializes in Wealth Management.

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, last registered with COLUMBIA CAPITAL MANAGEMENT, LLC.

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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