Unclaimed Profile

James Joseph Rehak

LAWLEY RETIREMENT ADVISORS, LLC·BUFFALO, New York

SIE, Series 6, Series 22, Series 26, Series 62, Series 63, Series 65ChFCClean record5 years registeredLAWLEY RETIREMENT ADVISORS, LLC

361 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 1503983Firm CRD# 282786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Rehak · BUFFALO, NY

Registration

CRD #1503983 · LAWLEY RETIREMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2025 – present

LAWLEY RETIREMENT ADVISORS

Aug 2021 – present

OSAIC WEALTH, INC.

May 2022 – Aug 2025

BUFFALO, NY

CADARET GRANT & CO INC

May 2021 – May 2022

BUFFALO, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 26

Series 62

Series 63

Series 65

Registration record

First registered · May 4, 2021

Years registered · 5

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAWLEY RETIREMENT ADVISORS, LLC

CRD 282786 · SEC 801-107260

AUM

$1.7B

Regulatory assets under management

Employees

154 client accounts

Services offered by LAWLEY RETIREMENT ADVISORS, LLC

Per Form ADV

Publication of periodicals/newsletters

Other

View all advisors at LAWLEY RETIREMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Joseph Rehak offer?

James Joseph Rehak is a registered financial advisor in BUFFALO, New York. Contact their office for details on services offered.

What are James Joseph Rehak's credentials?

James Joseph Rehak holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Joseph Rehak located?

James Joseph Rehak is based in BUFFALO, New York, working with LAWLEY RETIREMENT ADVISORS, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does James Joseph Rehak charge for services?

James Joseph Rehak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAWLEY RETIREMENT ADVISORS, LLC?

LAWLEY RETIREMENT ADVISORS, LLC has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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