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Corey Lorent

Personal Cfo Solutions LLC

Randolph, NJ

Chester, NJ

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Current Employers
Personal Cfo Solutions Llc

384 Main Street, Chester, NJ 07930-2528 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-14
  • NJ RA
    APPROVED
    Since 2026-07-14

Branch Locations

Randolph, NJ • United States

384 Main Street, Chester, NJ 07930-2528 • 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
The Ayco Company, L.P. Parsippany NJ 09/2005 01/2017
Fidelity Investments Millburn NJ 02/2017 07/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2026
Fidelity Investments Boston MA 03/2025 07/2026
Personal Cfo Solutions Llc Chester NJ 07/2026 Present
  • 09/2005 → 01/2017
    The Ayco Company, L.P.
    Parsippany, NJ
  • 02/2017 → 07/2026
    Fidelity Investments
    Millburn, NJ
  • 07/2018 → 07/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 07/2026 → Present
    Personal Cfo Solutions Llc
    Chester, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-13
  • S66 Uniform Combined State Law Examination
    2006-11-13
Designations
Other Names
  • Corey Charles Lorent
  • Corey Lorent

View on SEC IAPD

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