Lambert C. Bunker

ATHENAINVEST ADVISORS LLC

Greenwood Village, CO 80111

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CRD#: 2640621

Professional summary

Lambert Cadwalader Bunker is a registered financial advisor currently at ATHENAINVEST ADVISORS LLC located in Greenwood Village, Colorado.

Lambert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lambert has worked at 2 firms and has passed the Series 65, Series 7 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 Lambert Cadwalader Bunker'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 10, 2014 - Present

ATHENAINVEST ADVISORS LLC

Office #1: 5340 S. Quebec St. Suite 320-s, Greenwood Village, CO 80111

RIA

CRD#: 146224

Greenwood Village, CO

Past

October 30, 2012 - December 31, 2013

ATHENAINVEST ADVISORS LLC

RIA

CRD#: 146224

GREENWOOD VILLAGE, CO

Past

July 27, 1998 - February 1, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

ATHENAINVEST ADVISORS LLC

ATHENAINVEST ADVISORS LLC | ATHENAINVEST, INC.

CRD#: 146224 / SEC#: 801-69258

RIA

Registered Investment Advisory firm - (6/16/2008 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

Colorado
(1/10/2014)

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 65

Date: 8/25/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/18/1998

General Securities Principal Examination

Current Firm

ATHENAINVEST ADVISORS LLC

ATHENAINVEST ADVISORS LLC | ATHENAINVEST, INC.

CRD#: 146224 / SEC#: 801-69258

RIA

Registered Investment Advisory firm - (6/16/2008 Approved)

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Contact information

Main Address

5340 S. Quebec St. Suite 320-s, Greenwood Village, CO 80111

Mailing Address

Phone number

(877) 430-5675

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATHENAINVEST ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,253
AUM (Assets Under Management)	$ 80,444,155

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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Lambert C. Bunker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lambert Cadwalader Bunker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATHENAINVEST ADVISORS LLC

ATHENAINVEST ADVISORS LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ATHENAINVEST ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2011

Series 7

Date: 7/24/1998

Series 24

Date: 8/18/1998

Current Firm

ATHENAINVEST ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATHENAINVEST ADVISORS LLC

TRUST BUT VERIFY

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