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RIA / WealthAdvisorCertified Financial Planner21 years in industry

COREY LORENT

Advisor at PERSONAL CFO SOLUTIONS LLC

RANDOLPH, NJ | CHESTER, NJ

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Search this name across graphsid dfx:ria:fb7e8431-6b74-2055-ac53-3a7b34e16063

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERSONAL CFO SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 13, 2006
First registration: Nov 20, 2006
Dual registered: no
Other names: COREY CHARLES LORENT|Corey Lorent
IAPD individual key: 5118800

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERSONAL CFO SOLUTIONS LLC	Independent wealth	Jul 14, 2026	n/a	yes	RANDOLPH, NJ\|CHESTER, NJ	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jul 17, 2026	no	RANDOLPH, NJ\|RANDOLPH, NJ\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|MORRISTOWN, NJ\|RANDOLPH, NJ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 23, 2017	Jul 13, 2018	no	MILLBURN, NJ\|ENGLEWOOD CLIFFS, NJ	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Nov 20, 2006	Jan 10, 2017	no	PARSIPPANY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	PERSONAL CFO SOLUTIONS LLC	Jul 17, 2026	Jul 14, 2026	-3	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
GOLDMAN SACHS WEALTH SERVICES, L.P.	STRATEGIC ADVISERS LLC	Jan 10, 2017	May 23, 2017	133	Firm change	Other

Relationships

Registered with (4)

→ PERSONAL CFO SOLUTIONS LLCRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jul 17, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Nov 20, 2006 to Jan 10, 2017factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Corey Lorent left Strategic Advisers Llc for Personal Cfo Solutions Llc (registered 2026-07-14)
Form ADVobserved 6 days ago