Lawrence Vernon Whistler

CFA

Courier Capital, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Courier Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

2,218 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$3.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

1114 Delaware Avenue, Buffalo, NY, 14209-1604

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Courier Capital, LLC

February 2025 - Present · 1 yr

Previous Registrations

Nottingham Advisors INC.

October 2021 - December 2024 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.