Paul
Lambert

Cherry Street Partners

CRD#1028631
Investment Advisor
in Denver, CO
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About this Advisor

Paul Lambert is a certified financial planner whose office is in Denver, Colorado. Currently an advisor at Cherry Street Partners, Lambert has an impressive 31 years of professional experience as a financial advisor. Lambert holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Lambert is able to act as an advisor based out of Colorado. Their career trajectory has included roles at General American, Cherry Street Partners and Paul Lambert, Inc. Cherry Street Partners is based out of Denver, Colorado. As a firm, Cherry Street Partners oversees $450 million in assets across 1,649 client accounts and retains seven staff members. The firm's total assets under management places it among the larger firms in the country. The firm manages 1,604 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cherry Street Partners offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

425 S. Cherry Street Suite 900
Denver, CO 80246

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Cherry Street Partners Brokerage Details

Total Assets Under Management

$449,500,000

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

1,649

CO Average: 1,101
Average Account Size

$272,589

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Lambert Work History

Paul has 31 years of experience.

1987 - Present (32 years)

General American

1987 - Present (32 years)

Cherry Street Partners

1987 - Present (32 years)

Paul Lambert, Inc

Disclosures

Paul Lambert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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