Corey Lorent
CFP®Professional Summary
Corey Lorent, CFP®, who also goes by Corey Charles Lorent, Corey Lorent, is a registered financial advisor currently at PERSONAL CFO SOLUTIONS LLC located in Randolph, New Jersey. Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Corey has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
Biography
My role is to assist clients in developing a holistic investment plan that addresses their personal goals by providing them with the necessary education to make informed decisions, understand how the various components of their financial portfolio work together, and help ensure that action items are implemented along the way.
Other Aliases
Corey Charles Lorent, Corey Lorent
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
Education
New York Institute of Technology
Finance, Master of Business Administration (MBA)
Finance, Master of Business Administration (MBA)
2006
Rutgers University
Exercise Physiology, Bachelor of Science (BS)
Exercise Physiology, Bachelor of Science (BS)
1999
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Current Firm
PERSONAL CFO SOLUTIONS LLC
Contact Information
Main Address
384 Main Street, Chester, NJ 07930-2528Phone Number
(908) 955-7055# of Employees
18SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
4,764AUM (Assets Under Management)
$1,649,290,976Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PERSONAL CFO SOLUTIONS LLC
State Registrations and Notice Filings
(7/14/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Corey Lorent's CRS (Customer Relationship Summary).
Services Offered by Corey
- Insurance Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Tax Planning
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
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