# COREY LORENT

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PERSONAL CFO SOLUTIONS LLC](https://search.stillhousedata.com/firm/158248) | 2026-07-14 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2026-07-17 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2025-03-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2017-05-23 | 2018-07-13 | — |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 2006-11-20 | 2017-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5118800)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5118800.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.