Courtney Regan has been an investment adviser representative at Marotta Asset Management since September 2016, and is not listed among the firm’s executive officers or direct owners. Courtney Regan holds a Bachelor of science in Applied Economic Management with a concentration in Financial Planning from Virginia Tech. Courtney Regan is a graduate of certificate in Financial Therapy, Kansas State University.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
Courtney Fraser Regan is Relationship Advisor of Marotta Wealth Management. She is a Wealth Manager and Investment Committee member who specializes in retirement accounts, required minimum distributions and Roth conversions. She first worked with the firm as an intern in 2015 and joined full time in 2016.
- – present · 10 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Courtney Regan is registered as an investment adviser representative in Virginia, since September 2016.
- VirginiaSince 9 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney Fraser Regan
- CRD
- 6695894
- Firm
- Marotta Asset Management · CRD 115645
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marottaonmoney.com
Where does Courtney Regan work?
Courtney Regan is an investment adviser representative registered through Marotta Asset Management, Inc. since September 2016, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Regan a financial advisor?
Yes. Courtney Regan has a current investment-adviser registration in Virginia, through Marotta Asset Management since September 2016.
How many years of experience does Courtney Regan have?
Courtney Regan has 10 years in the financial industry, since September 2016, across 1 adviser firm.
What exams has Courtney Regan passed?
Courtney Regan passed the Series 65 in September 2016.
Where is Courtney Regan based?
Courtney Regan’s registered office is in Charlottesville, VA.
Is Courtney Regan registered with FINRA?
No. Courtney Regan has no current broker registration.
How can I verify Courtney Regan’s record?
Search CRD 6695894 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Regan’s full registration record.
