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AC

Adam M. Clouden

LAWLEY RETIREMENT ADVISORS
Rochester, NY 14607
Some features on this profile are disabled
CRD#: 7876158
AC

Professional summary

Adam M Clouden is a registered financial advisor currently at LAWLEY RETIREMENT ADVISORS located in Rochester, New York.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Lawley, LLC, non-investment related, 441 East Avenue, Rochester NY 14607; employee benefits consulting, consultant, employee, 7/14/2014, 160 hours devoted to Lawley, LLC, all during securities trading hours, consult with Employers on employee benefits needs may refer business to LRA for investment related assistance (retirement plans).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam M Clouden'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

February 20, 2024 - Present

LAWLEY RETIREMENT ADVISORS

Office #1: 441 East Avenue, Rochester, NY 14607
RIA
CRD#: 282786
Rochester, NY

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".
LR
LAWLEY RETIREMENT ADVISORS
LAWLEY RETIREMENT ADVISORS | LAWLEY RETIREMENT ADVISORS, LLC

CRD#: 282786 / SEC#: 801-107260

RIA
Registered Investment Advisory firm - (2/24/2016 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
New York
(2/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2023
Uniform Investment Adviser Law Examination

Current Firm

LR
LAWLEY RETIREMENT ADVISORS
LAWLEY RETIREMENT ADVISORS | LAWLEY RETIREMENT ADVISORS, LLC

CRD#: 282786 / SEC#: 801-107260

RIA
Registered Investment Advisory firm - (2/24/2016 Approved)
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Contact information

Main Address
361 Delaware Avenue, Buffalo, NY 14202
Mailing Address
Phone number
(716) 849-8219
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LRA FORM ADV PART 2A MARCH 2025 (9/26/2025)

Regulatory assets under management

Total Number of Accounts163
AUM (Assets Under Management)$ 1,953,102,169

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

LAWLEY RETIREMENT ADVISORS

CRD#: 282786Rochester, NY 14607

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