Kai Lamb is a registered investment advisor, based in Austin, TX, with 22 years of industry experience.
Location
6500 River Place Blvd, Bldg 7 Suite 250, Austin, TX, 78730
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kai is a member/manager of Genesis Web Solutions, LLC, a web hosting company, spending minimal time on bookkeeping tasks. Kai is also a member/manager of Solaris LLC, which holds personal investments, requiring minimal time to oversee.
Employment History
Previous Registrations
Solaris Private Wealth Management
Solaris Private Wealth Management
Morgan Stanley
State Registrations1 state
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