Lawson P. Wlodkowski

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Boca Raton, FL 33431

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CRD#: 7527174

Professional summary

Lawson P Wlodkowski is a registered financial advisor currently at BENCHMARK FINANCIAL WEALTH ADVISORS LLC located in Boca Raton, Florida.

Lawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lawson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Lawson P Wlodkowski'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 4, 2025 - Present

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Office #1: 2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431

RIA

CRD#: 287966

Boca Raton, FL

Past

November 14, 2023 - May 28, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Tampa, FL

Past

November 13, 2023 - May 28, 2024

MORGAN STANLEY

CRD#: 149777

Tampa, FL

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".

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BENCHMARK FINANCIAL | BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD#: 287966 / SEC#: 801-110764

RIA

Registered Investment Advisory firm - (7/7/2017 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

Florida
(9/10/2025)

IAR

Texas
(9/4/2025)

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 66

Date: 11/1/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/19/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2022

Securities Industry Essentials Examination

Current Firm

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BENCHMARK FINANCIAL | BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD#: 287966 / SEC#: 801-110764

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

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Contact information

Main Address

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 416-2992

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 A (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,114
AUM (Assets Under Management)	$ 721,666,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report
09/25/2023	Cover Page	Report
11/29/2022	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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Lawson P. Wlodkowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawson P Wlodkowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2023

Series 7TO

Date: 9/19/2023

SIE

Date: 7/22/2022

Current Firm

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

TRUST BUT VERIFY

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