CW
CW

Courtney Wesley

1 Year of Experience
Grand Rapids, MI
Broker

Courtney Wesley is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Courtney operates her LPL business through GrowTrust Partners, LLC. She is also a public notary and owns an office cleaning business, dedicating minimal time to each.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLC
January 2025 - December 2025 · 11 mos
LPL Financial LLCBroker
April 2024 - December 2025 · 1 yr 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.