Unclaimed Profile

Todd Michael Tevens

LAWLEY RETIREMENT ADVISORS, LLC·BUFFALO, New York

SIE, Series 7, Series 66Clean record17 years registeredLAWLEY 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 · 17 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2025 – present

LAWLEY RETIREMENT ADVISORS

Jul 2021 – present

OSAIC WEALTH, INC.

May 2022 – Aug 2025

BUFFALO, NY

CADARET GRANT & CO INC

Mar 2013 – May 2022

BUFFALO, NY

MANULIFE ASSET MANAGEMENT (US) LLC

Dec 2012 – Mar 2013

SNYDER, NY

JOHN HANCOCK ADVISERS, LLC

May 2009 – Dec 2010

SNYDER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 26, 2009

Years registered · 17

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

Speak with Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Todd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BUFFALO?

Browse all registered financial advisors in BUFFALO, New York or claim this profile if it's yours.

Browse BUFFALO Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →