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Michael S Lawley

CFP®
CRD# 6551019·Registered 2016 - 2023
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael S Lawley, CFP®, who also goes by Michael S. Lawley, was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2016 - 2023. Michael had worked at 1 firm.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael S. Lawley

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

7 years in the financial services industry

Current & Past Employments

LAWLEY & ASSOCIATES·CRD# 281354
RIA
Melbourne, FL
April 13, 2016 - March 31, 2023

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Current Firm

L&
LAWLEY & ASSOCIATES

LAWLEY & ASSOCIATES | LAWLEY & ASSOCIATES, LLC

CRD#: 281354

Contact Information

Main Address

1735 W. Hibiscus Blvd Suite 200, Melbourne, FL 32901

Phone Number

(321) 728-1040

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) Hill Meadow Resources, Inc., 1735 W. Hibiscus Blvd Suite 200, Melbourne, Florida 32901. Hill Meadow Resources, Inc. started in December 1996 as a property management company of which I am the Owner, President, Vice President, Director, Treasurer and Secretary. My duties include management of real estate properties and spend less than 1% of my professional time on such activities. This business is not investment-related.
(2) Ellen M. Barber, PA (d/b/a Barber Realty), 1735 W. Hibiscus Blvd Suite 200, Melbourne, Florida 32901. Barber Realty started in March 2013. I began as an Agent but since June 13, 2019 I am a Sales Associate for Barber Realty and spend less than 1% of my professional time on such activities. This business is not investment-related.
(3) Michael S. Lawley, PA (d/b/a Lawley & Associates, CPAs), Certified Public Accounting Firm. Lawley & Associates, CPAs started in January of 1990. As Owner and CPA I spend approximately 60% of my professional time in this capacity. This business is not investment-related.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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