Tyler Stephen Lambert
CFP®Professional Summary
Tyler Stephen Lambert, CFP® is a registered financial advisor currently at BALLENTINE PARTNERS located in Waltham, Massachusetts. Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
BALLENTINE PARTNERS | MILL STREET INVESTMENT MANAGEMENT | BALLENTINE PARTNERS, LLC
Contact Information
Main Address
230 3rd Avenue Suite 6, Waltham, MA 02451Mailing Address
230 3rd Avenue Suite 6, Waltham, MA 02451Phone Number
(781) 314-1300# of Employees
125SEC notice filing (33 States and Territories)
Registered to provide investment advisory services in 33 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,401AUM (Assets Under Management)
$15,316,738,538Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/31/2025 | Cover Page | Report |
| 02/26/2025 | Cover Page | Report |
| 12/21/2023 | Cover Page | Report |
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Primary Firm SEC Registration
BALLENTINE PARTNERS | MILL STREET INVESTMENT MANAGEMENT | BALLENTINE PARTNERS, LLC
State Registrations and Notice Filings
(2/7/2025)
(3/8/2017)
(10/24/2024)
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - RIA
BALLENTINE PARTNERS — Registered Investment Advisory firm
Ballentine Partners, LLC is an SEC-registered investment advisory firm. We have no affiliation with a broker-dealer. Brokerage and investment advisor services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at https://www.investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors and investing. Information in the text boxes below is intended to be a conversation starter for you to have with us and is required by the instructions to Form CRS.
Our fees are generally charged on a quarterly basis. Our Family Office clients pay fees based on either:
A percentage of assets under our advice; or
A flat fee that is periodically renegotiated.
We will be glad to answer any questions you may have about our fee arrangements. Our Family Office fees are negotiable, based on the scope of services you require, complexity of the engagement, amount of staffing and other resources that are required.
Our High Net Worth clients pay fees based on a percentage of assets under our advice.
Generally, our investment advice covers all our clients’ assets, wherever located and regardless of who is making the dayto-day investment decisions. If your fee is based on assets under our advice, we may have an incentive to encourage you to increase the assets in your accounts. We do not receive any compensation in connection with the purchase or sale of securities in your accounts.
Some investments impose additional fees that will reduce the value of your investments overtime. For example, mutual funds, exchange traded funds (“ETFs”) and private investments impose additional fees. Some investments impose surrender charges or impose “lock-up” periods during which your right to withdraw your investment will be restricted. If you select a trust company as your custody agent, you will also pay a custody fee.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. For additional information please see our Form ADV 2A, items 5.A thru 5.D., which is available in paper format upon request and on our web site at https://ballentinepartners.com/important-disclosures/
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.
At the request of our clients,we have established propriety private funds in which only our clients are allowed to invest. Those funds reimburse us for the costs of setting them up and therefore have an incentive to recommend them to you.
We may recommend rollovers out of employer-sponsored retirement plans and into Individual Retirement Accounts that we manage for an asset-based fee. If we don’t currently manage your account held with your employer’s plan, this will increase our compensation.
Our Form ADV 2A, item 10.A thru 10.D., contains a detailed disclosure of our conflicts of interest, which is available in paper format upon request and on our web site at https://ballentinepartners.com/importantdisclosures/
Questions to ask your Professional:
- How might your conflicts of interest affect me, and how will you address them?
Our financial professionals are compensated with salaries and bonuses. Senior employees may also receive an ownership stake in our firm. Compensation is not tied directly to any of the following factors: the amount of client assets they service; the time and complexity required to meet a client’s needs; or revenue the firm earns from the financial professional’s advisory services or recommendations. There is absolutely no connection between compensation and (1) products sold (i.e., differential compensation); or (2) product sales commissions.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
