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Abbott Wells Lawrence

Investment Adviser Representative at Corient

Boston, MACRD #8158598Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Abbott Wells Lawrence is an investment adviser representative with Corient in Boston, MA, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Massachusetts.

Office

1 Post Office Square, Suite 2400
Boston, MA 02109

Advisors at this office: 23

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CorientCurrent
9/23/2025 – Boston, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Boston Common Asset Management
    May 2012 – Jun 2025Boston, MA
  2. Unemployed
    Jul 2025 – Aug 2025Boston, MA
  3. Corient Services LLC
    Sep 2025 – no end date reportedMiami, FL
  4. Corient
    Sep 2025 – no end date reportedBoston, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Corient

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersMarket TimingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
599
Offices listed on AdvisorFinder:
26
Main office:
Miami, FL
SEC file number:
801-124978

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 21, 2026

View full firm profile

Other advisors at Corient

Showing 12 of 599 in the directory

View Corient firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abbott Wells Lawrence has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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