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James Joseph Rehak

LAWLEY RETIREMENT ADVISORS, LLC·BUFFALO, New York
Unclaimed Profile
361 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 1503983Firm CRD# 282786
01

About

James Joseph Rehak is a registered financial advisor based in BUFFALO, New York, affiliated with LAWLEY RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
LAWLEY RETIREMENT ADVISORS, LLC
LAWLEY RETIREMENT ADVISORS
AUM
$1.7B
Regulatory assets under management
Employees
8
Total firm employees
Services
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1503983
Firm CRD# 282786
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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