Matthew Brian Lambert
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Matt Lambert
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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
20 years in the financial services industry
Current & Past Employments
Education
University of Missouri
Finance and Economics, Finance
Finance and Economics, Finance
2004
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Current Firm
POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC
Contact Information
Main Address
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009Phone Number
(404) 889-8919# of Employees
10SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
718AUM (Assets Under Management)
$429,921,410Similar Advisors
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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.
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Primary Firm SEC Registration
POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(4/22/2024)
(4/11/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Brian Lambert's CRS (Customer Relationship Summary).
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