Michael D. Lamb
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
COLORADO SPRINGS, CO
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CRD#: 6343711
Professional summary
Michael D Lamb, CFP®, who also goes by Michael David Lamb II, Michael David Lamb, Michael Lamb, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Colorado Springs, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Denver, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™ and your Financial Consultant, I will be your advocate. I educate and empower my clients to make important financial decisions. Together we will collaborate on your personalized plan and explore strategies tailored to you.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Retirement Planning
Life Transitions
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Michael David Lamb Ii | Michael David Lamb | Michael Lamb
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael D Lamb'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®
CFP®
Start date: 2018
Education
University of Colorado - Denver
Master of Applied Science - Finance & Risk Manangement
University of Texas - Arlington
Bachelor of Science (BS) - Economics
2014
Texas State Technical College
Associate Applied Science - Mechanical Drafting & Design
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 101 University Blvd Suite 100 And 300, Denver, CO 80206-4631RIA
CRD#: 104555
COLORADO SPRINGS, CO
Current
May 4, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 101 University Blvd Suite 100 220 And 300, Denver, CO, 80206-4631BD
CRD#: 7784
DENVER, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLORADO SPRINGS, CO
Past
December 1, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
January 14, 2015 - February 25, 2015
TD AMERITRADE, INC.
BD
CRD#: 7870
FORT WORTH, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/15/2025)
RR
Alaska(1/8/2020)
RR
Arizona(12/9/2020)
RR
Arkansas(1/8/2020)
RR
California(12/9/2020)
RR
Colorado(5/4/2015)
IAR
Colorado(3/31/2025)
RR
Connecticut(4/15/2025)
RR
Delaware(4/15/2025)
RR
District of Columbia(4/15/2025)
RR
Florida(5/4/2015)
RR
Georgia(5/4/2015)
RR
Hawaii(4/23/2020)
RR
Idaho(5/4/2015)
RR
Illinois(2/4/2021)
RR
Indiana(4/15/2025)
RR
Iowa(9/18/2020)
RR
Kansas(5/4/2015)
RR
Kentucky(4/15/2025)
RR
Louisiana(6/30/2020)
RR
Maine(4/15/2025)
RR
Maryland(4/15/2025)
RR
Massachusetts(4/15/2025)
RR
Michigan(2/12/2021)
RR
Minnesota(5/19/2023)
RR
Mississippi(11/24/2021)
RR
Missouri(1/9/2020)
RR
Montana(1/9/2020)
RR
Nebraska(11/15/2023)
RR
Nevada(9/21/2021)
RR
New Hampshire(4/15/2025)
RR
New Jersey(10/9/2020)
RR
New Mexico(5/4/2015)
RR
New York(2/4/2021)
RR
North Carolina(9/21/2021)
RR
North Dakota(4/15/2025)
RR
Ohio(4/15/2025)
RR
Oklahoma(6/30/2020)
RR
Oregon(2/4/2021)
RR
Pennsylvania(5/4/2015)
RR
Puerto Rico(4/15/2025)
RR
Rhode Island(4/15/2025)
RR
South Carolina(9/21/2021)
RR
South Dakota(12/19/2016)
RR
Tennessee(4/15/2025)
RR
Texas(5/4/2015)
IAR
Texas(3/31/2025)
RR
Utah(2/4/2021)
RR
Vermont(5/4/2015)
RR
Virgin Islands(4/15/2025)
RR
Virginia(5/4/2015)
RR
Washington(5/4/2015)
RR
West Virginia(4/15/2025)
RR
Wisconsin(5/4/2015)
RR
Wyoming(12/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Colorado Springs, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
