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Charles Stuart Wilson

THE Coury Firm

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About Charles Stuart Wilson

Charles Stuart Wilson is an investment advisor representative at The Coury Firm. Charles has been in the industry since 2017 and is registered with the state of California, Delaware, Florida, Pennsylvania, and West Virginia. Charles has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The Coury Firm is an independent registered investment advisor that provides financial planning, portfolio management, and other advisory services.

Firm Information

Charles Wilson is currently registered with THE Coury Firm. THE Coury Firm is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. They have a team of 5 licensed agents and 7 investment adviser representatives, managing $1,141,821,346 in regulatory assets under management. They provide a range of advisory services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Their client base includes individuals, corporations, charities, and pension plans. They also offer advice on matters not involving securities.
THE Coury Firm

260 FORBES AVENUE

PITTSBURGH, PA 15222

$1.14B

Assets Under Management

43

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities. see part 1 section 6.b.(3)

Advice on matters not involving securities. see part 1 section 6.b.(3)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Charles Wilson’s Registration & Firm History

PA

07/08/2024 - Present

THE Coury Firm (PITTSBURGH PA)

PA

10/11/2017 - 07/23/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 09/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Stuart Wilson.
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