Amanda M Marroquin
Professional Summary
Amanda M Marroquin, who also goes by Amanda M Albrecht, Amanda Marie Albrecht, is a registered financial advisor currently at CONSOLIDATED TRADING LLC located in Chicago, Illinois and LAMBERSON CAPITAL LLC located in Chicago, Illinois. Amanda is registered as a RR (Registered Representative) and started their career in finance in 2006. Amanda has worked at 4 firms and has passed the SIE, Series 7 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amanda M Albrecht, Amanda Marie Albrecht
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Contact Information
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Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LAMBERSON CAPITAL LLC
Contact Information
Main Address
71 S. Wacker, Suite 2300, Chicago, IL 60606Mailing Address
71 S. Wacker, Suite 2300, Chicago, IL 60606Phone Number
(312) 360-7300Established
Illinois since 09/18/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDL, LLC | MEMBER | — |
| KENNETH, DAVID JEROME | CHIEF FINANCIAL OFFICER | 1855544 |
| LAMBERSON, COLBY DAVID | CHIEF COMPLIANCE OFFICER | — |
| LAMBERSON, COLBY DAVID | OWNER / MANAGER | — |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Amanda M Marroquin's CRS (Customer Relationship Summary).
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