Myles LambertCRD Number: 3107551
Current Firm: Msi Financial Services, Inc.
Myles Lambert (CRD# 3107551) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Atlantic Highlands, NJ and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Fxp Advisory Services
Karagosian Financial Services, Inc.
|Metlife Securities Inc.||Bridgewater, NJ||Jul 2012 - Current||4|
|Morgan Stanley Smith Barney||Purchase, NY||Jun 2009 - Jul 2012||3|
|Citigroup Global Markets Inc.||New York, NY||Dec 2006 - Jun 2009||2|
|Merrill Lynch, Pierce, Fenner & Smith||Florham Park, NJ||Aug 2006 - Dec 2006||< 1|
|Tower Square Securities Inc.||Hartford, CT||Jul 2002 - Aug 2006||4|
|Brian Adams & Associates||Red Bank, NJ||Jun 2001 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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