Matthew B. Lambert
POWER WEALTH MANAGEMENT | Vice President, Financial Consultant
ALPHARETTA, GA 30009
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CRD#: 5125462
Professional summary
Matthew Brian Lambert, who also goes by Matt Lambert, is a registered financial advisor currently at POWER WEALTH MANAGEMENT located in Alpharetta, Georgia.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My strongest passion is around investing and the financial markets. I've enjoyed trading and investing myself for many years. My focus here at Fidelity is to educate clients on how to develop and execute strategies to work toward their goals. Here at Fidelity you can partner with me and my team in building a unique plan to drive towards the goals that you and those closest to you hold most dear. Please contact me to discuss any questions on your mind about how we can begin working together.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Lambert
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.
Mr. Lambert has been licensed as an independent insurance agent since 2015. In 2024, he became associated with Power Protection Strategies, LLC , a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. He earns commissions and other compensation when recommending insurance products. He spends as much as 10% of his time on these non-advisory activities.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Brian Lambert's 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®
NoneEducation
University of Missouri
Finance - Finance and Economics
2004
Experience
Current
April 11, 2024 - Present
POWER WEALTH MANAGEMENT
Office #1: 2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009RIA
CRD#: 315101
ALPHARETTA, GA
Past
July 13, 2018 - April 5, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
July 2, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ATLANTA, GA
Past
June 17, 2015 - April 5, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DUNWOODY, GA
Past
March 24, 2015 - June 1, 2015
THE MUTUAL FUND STORE
RIA
CRD#: 159152
ATLANTA, GA
Past
September 12, 2007 - March 3, 2015
TD AMERITRADE, INC.
RIA
CRD#: 7870
ATLANTA, GA
Past
September 12, 2007 - March 3, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
ATLANTA, GA
Past
August 15, 2007 - March 3, 2015
TD AMERITRADE, INC.
BD
CRD#: 7870
ATLANTA, GA
Past
July 7, 2006 - August 9, 2007
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
DULUTH, GA
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".
PW
POWER WEALTH MANAGEMENT
POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC
CRD#: 315101 / SEC#: 801-127940
RIA
Registered Investment Advisory firm - (5/8/2023 Approved)Georgia
Registered Investment Advisory firm - (5/30/2023 Terminated)Texas
Registered Investment Advisory firm - (3/29/2024 Terminated)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
Georgia(4/22/2024)
IAR
Texas(4/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
POWER WEALTH MANAGEMENT
POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC
CRD#: 315101 / SEC#: 801-127940
RIA
Registered Investment Advisory firm - (5/8/2023 Approved)Georgia
Registered Investment Advisory firm - (5/30/2023 Terminated)Texas
Registered Investment Advisory firm - (3/29/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009
Mailing Address
Phone number
(404) 889-8919
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 635 |
| AUM (Assets Under Management) | $ 381,356,108 |
Red Flags
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Company Information
POWER WEALTH MANAGEMENT
Vice President, Financial ConsultantCRD#: 315101Alpharetta, GA 30009TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
