Courtney Jane Murphy-mesa
Investment adviser representative at Openarc Corporate Advisory, LLC
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Openarc Corporate Advisory, LLCOct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Oct 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2020
- Fidelity Brokerage Services, LLCMay 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6193758
- Firm CRD
- 336837