Lawrence Whistler
Courier Capital · Buffalo, New York
Lawrence Whistler is a fee-only financial advisor at Courier Capital in Buffalo, New York, who holds the CFA credential. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Courier Capital |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.59B across 3,857 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 2514595 |
| Exams passed | Series 63 (1994) · Series 65 (1997) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.couriercapital.com |
How Lawrence's firm compares
- Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).
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Questions about Lawrence
Is Lawrence Whistler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and Courier Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lawrence Whistler based?
Lawrence Whistler is based in Buffalo, New York.
What credentials does Lawrence Whistler hold?
Lawrence Whistler holds the CFA credential.
Is Lawrence Whistler registered with the SEC?
Yes. Lawrence Whistler is registered as an investment adviser representative in NY (CRD 2514595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courier Capital manage?
Courier Capital reports $3.59B across 3,857 accounts in assets under management.
How do I contact Lawrence Whistler?
Through Lawrence's website, www.couriercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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