Lamberth Reyes
Lamberth Reyes is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Hackensack, NJ, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
433 Hackensack Avenue, 8th Floor, Hackensack, NJ, 07601
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1994Other Business Activities
Lamberth owns and manages multiple rental properties, dedicating minimal time to each per month. These activities are investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
I. A. Rabinowitz & CO.Broker
J. Gregory & Company, INC.Broker
American Bond Group, INC.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
Marshall Davis, INC.Broker
Vanderbilt Securities, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.