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Clare Marie Lawrence

Colony Family Offices, LLC

Charlotte, NC

CRD 8202783

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Employer firm

Colony Family Offices, LLC CRD 167017

$3.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Colony Family Offices, Llc

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-22
  • NC RA
    APPROVED
    Since 2026-05-22

Branch Locations

4250 Congress Street Suite 175, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colony Family Offices, Llc Charlotte NC 11/2025 Present
Kpmg Llp Charlotte NC 10/2010 10/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22
Other Names
  • Clare Marie Striewe

View on SEC IAPD

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Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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