AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
ML

Michael S. Lawton

OCM INVESTMENTS
New York, NY 10019
Some features on this profile are disabled
CRD#: 4419729
ML

Professional summary


Michael Stringer Lawton, who also goes by Michael S. Lawton, Mike Lawton, is a registered financial professional currently at OCM INVESTMENTS, LLC located in New York, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael S. Lawton | Mike Lawton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Stringer Lawton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 26, 2025 - Present

OCM INVESTMENTS, LLC

Office #1: 1301 Avenue Of The Americas 34th Floor, New York, NY 10019
BD
CRD#: 128803
New York, NY
Past

June 5, 2020 - July 11, 2025

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

June 11, 2002 - March 4, 2020

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/26/2025)
RR
Alaska
(9/26/2025)
RR
Arizona
(9/26/2025)
RR
Arkansas
(9/26/2025)
RR
California
(9/26/2025)
RR
Colorado
(9/26/2025)
RR
Connecticut
(9/26/2025)
RR
Delaware
(9/26/2025)
RR
District of Columbia
(9/26/2025)
RR
Florida
(9/26/2025)
RR
Georgia
(9/26/2025)
RR
Hawaii
(9/26/2025)
RR
Idaho
(9/26/2025)
RR
Illinois
(9/26/2025)
RR
Indiana
(9/26/2025)
RR
Iowa
(9/26/2025)
RR
Kansas
(9/26/2025)
RR
Kentucky
(9/26/2025)
RR
Louisiana
(9/26/2025)
RR
Maine
(9/26/2025)
RR
Maryland
(9/26/2025)
RR
Massachusetts
(9/26/2025)
RR
Michigan
(9/26/2025)
RR
Minnesota
(9/26/2025)
RR
Mississippi
(9/26/2025)
RR
Missouri
(9/26/2025)
RR
Montana
(9/26/2025)
RR
Nebraska
(9/26/2025)
RR
Nevada
(9/26/2025)
RR
New Hampshire
(9/26/2025)
RR
New Jersey
(9/26/2025)
RR
New Mexico
(9/26/2025)
RR
New York
(9/26/2025)
RR
North Carolina
(9/26/2025)
RR
North Dakota
(9/26/2025)
RR
Ohio
(9/27/2025)
RR
Oklahoma
(9/26/2025)
RR
Oregon
(9/26/2025)
RR
Pennsylvania
(9/26/2025)
RR
Puerto Rico
(9/26/2025)
RR
Rhode Island
(9/26/2025)
RR
South Carolina
(9/26/2025)
RR
South Dakota
(9/26/2025)
RR
Tennessee
(9/26/2025)
RR
Texas
(9/26/2025)
RR
Utah
(9/26/2025)
RR
Vermont
(9/26/2025)
RR
Virginia
(9/26/2025)
RR
Washington
(9/26/2025)
RR
West Virginia
(9/26/2025)
RR
Wisconsin
(9/26/2025)
RR
Wyoming
(9/26/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/13/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


OI
OCM INVESTMENTS, LLC
OCM INVESTMENTS, LLC

CRD#: 128803 / SEC#: , 8-66176

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
333 South Grand Avenue (28th Floor), Los Angeles, CA 90071
Mailing Address
333 South Grand Avenue (28th Floor), Los Angeles, CA 90071
Phone number
(213) 830-6300
Established
Delaware since 08/04/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
OAKTREE CAPITAL MANAGEMENT, L.P.MANAGING MEMBER106793
EDWARDS, JOHN BREWERFINOP/CFO4714451
TOOMEY, MICHAEL PATRICKCCO4482914
TREFZ, MICHAEL CONSTANTINECHIEF EXECUTIVE OFFICER3144335

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


OCM INVESTMENTS, LLC

CRD#: 128803New York, NY 10019

TRUST BUT VERIFY

Monitor Michael Lawton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics