David Lambert, financial advisor Poughkeepsie NY
88 score

David Lambert

CRD Number: 6399790
Current Firm: Morgan Stanley

David Lambert (CRD# 6399790) is an Investment Advisor Representative working at Morgan Stanley in Poughkeepsie, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Mar 2016 - Current < 1
Morgan Stanley Poughkeepsie, NY Jan 2016 - Current < 1
Bank Of America, N.a. Poughkeepsie, NY Feb 2015 - Jan 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie, NY Sep 2014 - Jan 2016 1
New York State Neurological Society Newburgh, NY Jan 2013 - Sep 2014 1
Medical Society Of The County Of Ulster, Inc. Newburgh, NY Nov 2006 - Sep 2014 7
Medical Society Of The County Of Orange, Inc. Newburgh, NY Nov 2006 - Sep 2014 7
Clifton Park Bowl Clifton Park, NY Jan 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for David A. Lambert
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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