Michael A. Lambrecht

SAVVY

Pleasanton, CA

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CRD#: 1846927

Professional summary

Michael Anthony Lambrecht is a registered financial advisor currently at SAVVY located in Pleasanton, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Michael has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Lambrecht's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2025 - Present

SAVVY

RIA

CRD#: 318493

Pleasanton, CA

Past

November 20, 2023 - December 17, 2024

FARTHER

RIA

CRD#: 302050

PLEASONTON, CA

Past

May 30, 2018 - December 31, 2023

IWC ASSET MANAGEMENT LLC

RIA

CRD#: 286445

PLEASANTON, CA

Past

June 15, 2016 - December 21, 2016

INTEGRATED WEALTH COUNSEL, LLC

RIA

CRD#: 105538

Pleasanton, CA

Past

April 18, 2006 - June 13, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PLEASANTON, CA

Past

October 15, 2002 - June 13, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PLEASANTON, CA

Past

June 26, 2000 - May 30, 2002

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CRD#: 3466

NEW YORK, NY

Past

September 13, 1999 - July 19, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

December 9, 1998 - June 28, 1999

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

July 31, 1993 - November 25, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 7, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 19, 1992 - February 12, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

May 12, 1989 - June 2, 1992

CANTOR FITZGERALD SHOKEN KAISHA LIMITED

CRD#: 22314

Past

June 8, 1988 - June 2, 1992

CANTOR FITZGERALD SECURITIES

CRD#: 19660

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/28/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/12/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 7/26/2000

General Securities Principal Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael A. Lambrecht

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Lambrecht's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

IWC ASSET MANAGEMENT LLC

INTEGRATED WEALTH COUNSEL, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CHARLES SCHWAB & CO., INC.

GRUNTAL & CO., L.L.C.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

CANTOR FITZGERALD SHOKEN KAISHA LIMITED

CANTOR FITZGERALD SECURITIES

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2006

Series 63

Date: 7/10/1992

SIE

Date: 6/13/2016

Series 7

Date: 6/17/1992

Series 9

Date: 11/28/2000

Series 10

Date: 9/12/2000

Series 24

Date: 7/26/2000

Current Firm

SAVVY

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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