Courtney Wellar has been an investment adviser representative at RS Petrell & Associates since June 2021, and is not listed among the firm’s executive officers or direct owners. Courtney Wellar holds a B.S. in Accounting from State University of New York at Utica and a Juris Doctor from Albany Law School.
RS Petrell & Associates, LLC is a Dewitt, NY firm with $159M under management, 291 clients and 3 advisers in one office, as of its February 2026 filing.
Courtney Wellar is Investment Advisory Representative of Strategic Wealth Advisors. Since 1997, Wellar has been a business and tax attorney at a mid-size law firm in Syracuse, New York. Wellar has represented clients in matters such as business structuring, mergers and acquisitions, succession planning for closely held businesses, and federal, state and local taxation.
Courtney Wellar’s longest registration is the current one, 5 years at RS Petrell & Associates since 2021.
- Realta Investment Advisors, Inc– · 2 yearsDeWitt, NY · Adviser representative · Firm CRD 134952
- – present · 5 yearsDewitt, NY · Adviser representative · Firm CRD 143462
Investment adviser representative registrations
Courtney Wellar is registered as an investment adviser representative in New York, since June 2021.
- New YorkSince 20 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney A Wellar
- CRD
- 7397236
- Firm
- RS Petrell & Associates · CRD 143462
- Office
- 5784 WIDEWATERS PARKWAY, FIRST FLOOR, Dewitt, NY 13214
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicwealthadvisors.net
Where does Courtney Wellar work?
Courtney Wellar is an investment adviser representative registered through RS Petrell & Associates, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Wellar a financial advisor?
Yes. Courtney Wellar has a current investment-adviser registration in New York, through RS Petrell & Associates since June 2021.
How many years of experience does Courtney Wellar have?
Courtney Wellar has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has Courtney Wellar passed?
Courtney Wellar passed the Series 65 in January 2018.
Where is Courtney Wellar based?
Courtney Wellar’s registered office is in Dewitt, NY.
Is Courtney Wellar registered with FINRA?
No. Courtney Wellar has no current broker registration.
How can I verify Courtney Wellar’s record?
Search CRD 7397236 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Wellar’s full registration record.
