# Courtesy Investment Advisory Services LLC

> Courtesy Investment Advisory Services LLC is a state-registered investment advisory firm in Deerfield Beach, FL, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 143671
- Filed as: COURTESY INVESTMENT ADVISORY SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Deerfield Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143671
- AdvisorCensus page: https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671

## Quick answers

**How is Courtesy Investment Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Courtesy Investment Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Courtesy Investment Advisory Services LLC located?**
Courtesy Investment Advisory Services LLC's principal office is in Deerfield Beach, FL, according to its Form ADV.

**Is Courtesy Investment Advisory Services LLC registered with the SEC or a state?**
Courtesy Investment Advisory Services LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143671.

**Does Courtesy Investment Advisory Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143671

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 13 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Courtesy Investment Advisory Services LLC (CRD 143671): Form ADV filing data as of October 2026.