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Radoslav Lambev

CRD# 4438496·Registered 2001 - 2024
Previously Registered: Being a previously registered professional could mean that Radoslav is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Radoslav Lambev, who also goes by Radoslav D Lambev, Radoslav Dimitrov Lambev, was a registered financial advisor. Radoslav was a previously registered financial professional and started their career in finance 2001 - 2024. Radoslav had worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Radoslav D Lambev, Radoslav Dimitrov Lambev

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Boston, MA
September 27, 2022 - June 7, 2024
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
October 3, 2001 - March 10, 2008

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) 1ST APPLE CARE LLC; POSITION: Sole Proprietor NATURE: This is an inactive company. It was set up an year ago to provide in-home care, but did not have any clients. Due to limitations of tax software, I had to record $50 as revenue. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2021; 137 Englewood Ave, Apt 26, Apt 26, Boston MA 02135, no duties as this is an inactive entity 2) ODLUM, FITZGERALD & ASSOCIATES LLC; POSITION: Owner NATURE: Accounting practice providing bookkeeping, payroll, tax and related services to small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 One Meeting House Road, Suite 2, Chelmsford MA 01824, This accounting practice will be my main practice. It will be formed by acquiring the assets of an existing practice. Currently, seeking compliance approval so that I can register the new entity and close the transaction by asset acquisition. The clients of the company will be referred to an Avantax partner for financial planning and wealth management. Responsibilities will be encompassing everything a small accounting practice owner will do, including sales/marketing, development, bookkeeping/tax/payroll, hiring, managing staff.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2001About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Nov 2004About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 2001About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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