Laura A. Roy

ASSET MANAGEMENT ADVISORS

Oklahoma City, OK 73118-1117

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CRD#: 6854283

Professional summary

Laura Ann Roy, who also goes by Laura Ann Hackler, Laura Ann Williams, is a registered financial advisor currently at ASSET MANAGEMENT ADVISORS, LLC located in Oklahoma City, Oklahoma.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laura has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Ann Hackler | Laura Ann Williams

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.

CPA practice providing tax services to one family group. Tax services are provided at times other than normal hours of operation for Asset Management Advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Ann Roy'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

November 6, 2017 - Present

ASSET MANAGEMENT ADVISORS, LLC

Office #1: 6307 Waterford Blvd. Suite 200, Oklahoma City, OK 73118-1117

RIA

CRD#: 111309

Oklahoma City, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET MANAGEMENT ADVISORS, LLC

CRD#: 111309 / SEC#: 801-56554

RIA

Registered Investment Advisory firm - (5/26/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(11/6/2017)

IAR

Texas
(11/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/6/2017

Uniform Investment Adviser Law Examination

Current Firm

ASSET MANAGEMENT ADVISORS, LLC

CRD#: 111309 / SEC#: 801-56554

RIA

Registered Investment Advisory firm - (5/26/1999 Approved)

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Contact information

Main Address

6307 Waterford Blvd. Suite 200, Oklahoma City, OK 73118-1117

Mailing Address

Phone number

(405) 842-1881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSET MANAGEMENT ADVISORS, LLC ADV PART 2A (2/17/2025)

Regulatory assets under management

Total Number of Accounts	249
AUM (Assets Under Management)	$ 197,677,058

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/04/2025	Cover Page	Report
01/14/2025	Cover Page	Report
01/10/2024	Cover Page	Report
01/12/2023	Cover Page	Report

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.

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Laura A. Roy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Ann Roy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET MANAGEMENT ADVISORS, LLC

Primary Firm SEC Registration

ASSET MANAGEMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2017

Current Firm

ASSET MANAGEMENT ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASSET MANAGEMENT ADVISORS, LLC

TRUST BUT VERIFY

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