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David Lamb

Chelsea Advisory Services, INC
34 Years of Experience
Statham, GA
Broker
View SEC Summary
View SEC Summary

David Lamb is a registered investment advisor at Chelsea Advisory Services, INC, based in Statham, GA, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.

Chelsea Advisory Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
552 clients
Average Client Portfolio
$267K average
Assets Under Management
$147.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Statham, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Chelsea Advisory Services, INC
August 2026 - Present · 2 mos
Chelsea Financial Services
January 2016 - Present · 10 yrs 9 mos
Chelsea Financial ServicesBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Chelsea Advisory Services, INC
May 2016 - January 2018 · 1 yr 8 mos
Monticello Investment Services, INC.
February 2011 - December 2015 · 4 yrs 10 mos
Midamerica Financial Services, INC.Broker
December 2010 - October 2015 · 4 yrs 10 mos
Peachtree Planning Advisors, INC.
February 2010 - December 2010 · 10 mos
Park Avenue Securities LLC
August 2009 - October 2010 · 1 yr 2 mos
Park Avenue Securities LLCBroker
July 2009 - October 2010 · 1 yr 3 mos
Lockton Investment Advisors, LLC
May 2008 - July 2009 · 1 yr 2 mos
Lockton Financial Advisors, LLCBroker
May 2008 - July 2009 · 1 yr 2 mos
New York Life Investment Management LLC
September 2004 - April 2008 · 3 yrs 7 mos
Nylife Distributors LLCBroker
September 2004 - April 2008 · 3 yrs 7 mos
VALIC Financial Advisors, INC.
June 1999 - September 2004 · 5 yrs 3 mos
VALIC Financial Advisors, INC.Broker
February 1998 - September 2004 · 6 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
April 1992 - December 2001 · 9 yrs 8 mos
State Registrations2 states
GASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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