COREY LORENT is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with PERSONAL CFO SOLUTIONS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERSONAL CFO SOLUTIONS LLC | 2026-07-14 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-07-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-05-23 | 2018-07-13 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2006-11-20 | 2017-01-10 | — |