Roland Salmi (CRD# 6199992) is an Investment Advisor Representative working at Lawley Retirement Advisors in Buffalo, NY and has over 10 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lawley Retirement Advisors, LLC | Buffalo, NY | Jun 2023 - Current | < 1 |
| Lawley Retirement Advisors | Buffalo, NY | Apr 2023 - Current | 1 |
| Onedigital Investment Advisors LLC | Rochester, NY | Apr 2021 - Current | 3 |
| Onedigital | Rochester, NY | Nov 2014 - Mar 2023 | 8 |
| Westminster Consulting | Rochester, NY | Nov 2014 - Apr 2021 | 6 |
| Morgan Stanley | Rochester, NY | May 2013 - Nov 2014 | 1 |
| Morgan Stanley | Geneva, NY | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- NY
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Total Assets Under Management1,663MILLIONS
-
Total Number of Accounts154ACCOUNTS
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Average Account Value$10,801,646
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Other
NY
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