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Todd Michael Tevens

LAWLEY RETIREMENT ADVISORS, LLC·BUFFALO, New York
Clean recordLAWLEY RETIREMENT ADVISORS, LLC
361 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 4262030Firm CRD# 282786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Michael Tevens · BUFFALO, NY
Registration
CRD #4262030 · LAWLEY RETIREMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Michael Tevens 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

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Introduction

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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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4262030
Firm CRD# 282786
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Michael Tevens offer?
Todd Michael Tevens is a registered financial advisor in BUFFALO, New York. Contact their office for details on services offered.
What are Todd Michael Tevens's credentials?
Todd Michael Tevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Michael Tevens located?
Todd Michael Tevens 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 Todd Michael Tevens charge for services?
Todd Michael Tevens'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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