Roland Charles Salmi

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 03/2021
  Westminster Consulting
  Rochester, NY
• 06/2023 → 04/2025
  Lawley Retirement Advisors, Llc
  Buffalo, NY
• 04/2023 → 04/2025
  Lawley, Llc
  Buffalo, NY
• 04/2021 → 04/2023
  Digital Insurance D/B/A Onedigital
  Rochester, NY
• 04/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS
• 04/2023 → 04/2025
  Osaic Wealth, Inc.
  Buffalo, NY
• 04/2023 → 04/2025
  Georgetown Lawley Group, Llc
  Buffalo, NY

Previous Registrations

• 2023-07-17 → 2025-05-07
  Lawley Retirement Advisors
  Buffalo, NY
• 2013-08-02 → 2014-12-02
  Morgan Stanley
  Geneva, NY
  Rochester, NY

Other Businesses

1) ROLAND SALMI / REAL ESTATE RENTAL/ INVESTMENT RELATED /66 JERSEY STREET, ROCHESTER,NY 14609/ 04/28/2025/ LANDLORD/ NO BUSINESS CONDUCTED DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-11
• S66 Uniform Combined State Law Examination
  2013-07-30

Other Names

• Roland Charles Salmi
• Roland Salmi