Robert Lambert is a CFA-designated registered investment advisor, based in Independence, OH, with 3 years of industry experience.
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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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.
Learn about disclosures →Employment History
Current Registrations
Gt Securities, INC.
September 2025 - Present · 7 mos
Gt Securities, INC.Broker
September 2025 - Present · 7 mos
Swp Investment Management LLC
May 2024 - Present · 1 yr 11 mos
Strategic Wealth Partners, LTD.
August 2022 - Present · 3 yrs 8 mos
State Registrations2 states
CAOH
AdvisorBroker
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.