LAWLEY RETIREMENT ADVISORS, LLC
Legal name: LAWLEY RETIREMENT ADVISORS
CRD #282786 SEC #801-107260 BUFFALO, NY 716-849-8219
SEC Registered
Total AUM
$2B
Discretionary
$31.1M
Employees
11
Clients
--
Accounts
163
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER AND MANAGING DIRECTOR | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TEVENS, ANDREA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| TEVENS, TODD, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY BENEFITS GROUP, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY PARENT, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| LAWLEY, LLC | DE | OWNER | E | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
| REHAK, JAMES, JOSEPH | I | MANAGING MEMBER, MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY BENEFITS GROUP, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY, LLC | D | Control |
| LAWLEY PPC INVESTOR, LLC | DE | LAWLEY PARENT, LLC | C | Control |
| LAWLEY PPC INVESTOR, LLC | DE | LAWLEY PARENT, LLC | C | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY PARENT, LLC | C | Control |
| LAWLEY SERVICE, INC. | DE | LAWLEY PARENT, LLC | C | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (3)
LA NY TX
Address
361 DELAWARE AVENUEBUFFALO, NY 14202
United States
Phone: 716-849-8219