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Lawson Wlodkowski

Investment adviser representative at Benchmark Financial Wealth Advisors in Boca Raton, FL

Investment adviser registrationUpdated

Lawson Wlodkowski is an investment adviser representative at Benchmark Financial Wealth Advisors LLC, an investment adviser managing $766M, and works from its Boca Raton, FL office. Lawson Wlodkowski has been registered through Benchmark Financial Wealth Advisors since 4 September 2025, has 1 year in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

1
Years in industry
1
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Lawson Wlodkowski has been an investment adviser representative at Benchmark Financial Wealth Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.

Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL firm with $766M under management, 366 clients and 7 advisers across 4 offices, as of its May 2026 filing.

Lawson Wlodkowski’s longest registration is the current one, 1 year at Benchmark Financial Wealth Advisors since 2025. Before joining Benchmark Financial Wealth Advisors in 2025, Lawson Wlodkowski was registered through Morgan Stanley.

  1. – present · 1 year
    Boca Raton, FL · Adviser representative · Firm CRD 287966
  2. Morgan Stanley
    – · under a year
    Tampa, FL · Adviser representative · Firm CRD 149777

Credentials and registrations

Investment adviser representative registrations

Lawson Wlodkowski is registered as an investment adviser representative in 2 states. Each was approved in September 2025.

  • FloridaSince 10 September 2025
  • TexasSince 4 September 2025

Examinations

Series 661 November 2023
Name
Uniform Combined State Law Examination
Series 7TO19 September 2023
Name
General Securities Representative Examination
SIE22 July 2022
Name
Securities Industry Essentials Examination

Key facts

Full name
Lawson P Wlodkowski
CRD
7527174
Office
2351 NW BOCA RATON BLVD., SUITE 100, Boca Raton, FL 33431
Registration
Investment adviser registration
In the industry since
February 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lawson Wlodkowski work?

Lawson Wlodkowski is an investment adviser representative registered through Benchmark Financial Wealth Advisors LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Lawson Wlodkowski a financial advisor?

Yes. Lawson Wlodkowski has a current investment-adviser registration in Florida and Texas, through Benchmark Financial Wealth Advisors since September 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Lawson Wlodkowski have?

Lawson Wlodkowski has 1 year in the financial industry, since February 2025, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Lawson Wlodkowski passed?

Lawson Wlodkowski has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2022.

Source: IAPD individual record, checked 24 October 2026

Where did Lawson Wlodkowski work before Benchmark Financial Wealth Advisors?

Before Benchmark Financial Wealth Advisors, Lawson Wlodkowski was registered through Morgan Stanley, November 2023 to May 2024.

Source: IAPD individual record, checked 24 October 2026

Where is Lawson Wlodkowski based?

Lawson Wlodkowski’s registered office is in Boca Raton, FL.

Source: IAPD individual record, checked 24 October 2026

Is Lawson Wlodkowski registered with FINRA?

No. Lawson Wlodkowski has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Lawson Wlodkowski’s record?

Search CRD 7527174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lawson Wlodkowski’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Benchmark Financial Wealth Advisors

Sources

  1. IAPD individual record, CRD 7527174, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Benchmark Financial Wealth Advisors LLC, filed 18 May 2026. Executive officers and direct owners; this person is not among them.