Courtney Jane Murphy-Mesa

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 03/2020
  Fidelity Brokerage Services, Llc
  Aventura, FL
• 07/2018 → 03/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2020 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 10/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2020-05-04 → 2025-10-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roswell, GA
  Atlanta, GA
• 2018-07-13 → 2020-03-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-09-12 → 2018-07-13
  Strategic Advisers Llc
  Aventura, FL
  Dunwoody, GA

Exams

• S66 Uniform Combined State Law Examination
  2016-06-15
• S63 Uniform Securities Agent State Law Examination
  2015-08-05

Other Names

• Courtney Jane Murphy