Todd Michael Tevens
Investment adviser representative at Lawley Retirement Advisors
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
13 years in the industry.
- LPL FinancialAug 2025 to now
- Lawleyretirement AdvisorsJan 2016 to now
- Lawley Retirement Advisors, LLCApr 2013 to now
- Lawley Benefits Group, LLCMar 2013 to now
- Royal Alliance Associates, Inc.May 2022 to Aug 2025
- Cadaret, Grant & Co., Inc.Mar 2013 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lawley Retirement Advisors
Legal name: Lawley Retirement Advisors, LLC
$2.1BAssets managed
161Clients
10Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4262030
- Firm CRD
- 282786