Courtney
Orensky
Davenport & Company LLC
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About this Advisor
Courtney Orensky is a financial advisor operating in Richmond, Virginia who has 23 years of relevant experience. Orensky is an advisor for Davenport & Company LLC. The advisor has gained experience at Davenport & Company LLC and #Ia Davenport & Company LLC. Orensky has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Texas and Virginia. Davenport & Company LLC is a business that has its headquarters in Richmond, VA. The investment advisory business has offices in 25 locations and a total of 478 people on staff. It manages $17 billion in assets under management across its 20,311 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 532 charities and foundations. Of its 20,311 client accounts, 21% are held by high-net-worth clients who have more than $1 million in investable assets. The business performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Davenport & Company LLC likely include some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davenport & Company LLC Brokerage Details
$16,588,083,655
478
20,311
$816,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Courtney Orensky Work History
Courtney has been registered as a financial advisor for 23 years.*
#Ia Davenport & Company LLC
Davenport & Company LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Orensky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Davenport & Company LLC
Virginia Beach, VA
Richmond, VA
Virginia Beach, VA
Norfolk, VA
Richmond, VA
Suffolk, VA
Virginia Beach, VA
Virginia Beach, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
