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Sean T. Lamb

OLD BEACH INVESTMENT ADVISORS
East Hampton, NY
CRD#: 8117519
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SL
Sean Thomas LambOLD BEACH INVESTMENT ADVISORS

Professional summary

Sean Thomas Lamb, who also goes by Sean Lamb, is a registered financial advisor currently at OLD BEACH INVESTMENT ADVISORS, LLC located in East Hampton, New York.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sean has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Sean 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Thomas 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®
None

Experience

Current

December 5, 2025 - Present

OLD BEACH INVESTMENT ADVISORS, LLC

RIA
CRD#: 339424
East Hampton, NY

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
Texas
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2025
Securities Industry Essentials Examination

Current Firm

OB
OLD BEACH INVESTMENT ADVISORS, LLC
OLD BEACH INVESTMENT ADVISORS, LLC

CRD#: 339424 / SEC#:

Texas
Registered Investment Advisory firm - (10/31/2025 Approved)
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Contact information

Main Address
2700 Post Oak Blvd. Suite 1700, Houston, TX 77056
Mailing Address
Phone number
(713) 416-1623
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 66,486,566

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

OLD BEACH INVESTMENT ADVISORS, LLC

CRD#: 339424East Hampton, NY

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