Laura Thorne sousa Farrelly
Investment adviser representative at Colter Lewis Investment Partners, LLC
16 yearsExperience
5 statesRegistered in
$3.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Colter Lewis Investment Partners, LLCNov 2024 to now
- Bank of America, N.A.Dec 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to now
- Algonquin Advisors LLCJul 2010 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, FL, NJ, NY).
Colter Lewis Investment Partners, LLC
Legal name: Colter Lewis Investment Partners LLC
$3.4BAssets managed
130Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5910833
- Firm CRD
- 297213