Kelly Lawrence has been an investment adviser representative at NobleBridge Wealth Management since November 2018, and is not listed among the firm’s executive officers or direct owners. Kelly Lawrence holds a Bachelor of Science in Business Economics from South Carolina State University.
Noblebridge Wealth Management, LLC is a firm with $215M under management, 376 clients and 7 advisers across 6 offices, as of its March 2026 filing.
Kelly Lawrence is Sr. Private Wealth Advisor of NobleBridge Wealth Management, based in Montclair, NJ. He brings over 15yrs of experience in the private investing & financial services industry. His practice works with high net-worth families, career transitioning professionals, business owners, & retirees, and specializes in retirement income planning, investment management, and tax-control strategies.
Kelly Lawrence’s longest registration is the current one, 7 years at NobleBridge Wealth Management since 2018. Before joining NobleBridge Wealth Management in 2018, Kelly Lawrence was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.
- Noblebridge WealthCurrent– present · 7 yearsCharlotte, NC · Adviser representative · Firm CRD 146612
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsCharlotte, NC · Adviser representative · Firm CRD 7691
- UBS Financial Services Inc.– · under a yearCharlotte, NC · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Kelly Lawrence is registered as an investment adviser representative in 2 states. The first approvals date from November 2018; the most recent is South Carolina, in March 2019.
- North CarolinaSince 9 November 2018
- South CarolinaSince 12 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 December 2011 |
| Series 7 | General Securities Representative Examination | 22 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4869911
- Firm
- NobleBridge Wealth Management · CRD 146612
- Office
- 615 S College St, Floor 10, Charlotte, NC 28202
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- noblebridgewealth.com
Where does Kelly Lawrence work?
Kelly Lawrence is an investment adviser representative registered through Noblebridge Wealth Management, LLC since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Lawrence a financial advisor?
Yes. Kelly Lawrence has a current investment-adviser registration in North Carolina and South Carolina, through NobleBridge Wealth Management since November 2018.
How many years of experience does Kelly Lawrence have?
Kelly Lawrence has 21 years in the financial industry, since April 2005, across 3 adviser firms.
What exams has Kelly Lawrence passed?
Kelly Lawrence has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 2004. FINRA credited Kelly Lawrence with the SIE, which began in October 2018.
Where did Kelly Lawrence work before NobleBridge Wealth Management?
Before NobleBridge Wealth Management, Kelly Lawrence was registered through UBS Financial Services Inc., December 2011 to December 2011.
Where is Kelly Lawrence based?
Kelly Lawrence’s registered office is in Charlotte, NC.
Is Kelly Lawrence registered with FINRA?
No. Kelly Lawrence has no current broker registration.
How can I verify Kelly Lawrence’s record?
Search CRD 4869911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Lawrence’s full registration record.
