Thomas
Lambert

Morgan Stanley

CRD#5410612
Investment Advisor
in Kahului, HI

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About this Advisor

Thomas Lambert is a financial advisor working in Kahului, Hawaii, with a total of 13 years in the industry. Lambert is on the advisory team at Morgan Stanley. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Lambert has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Hawaii and Texas. Morgan Stanley is a financial advisory business headquartered in Kahului, Hawaii. The company has offices in 726 locations and a total of 25,600 people on staff. It oversees $904 billion in assets under management across its 1,863,328 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 313 charities and foundations. Of its 1,863,328 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Morgan Stanley offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically depend on which services are offered. However, fees charged by Morgan Stanley can consist of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

HI Average: $7,464,549,021
Total Number of Employees

25,600

HI Average: 88
Total Number of Accounts

1,863,328

HI Average: 3,892
Average Account Size

$485,315

HI Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Lambert Work History

Thomas has 13 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2009 - Present (12 years)

Morgan Stanley Smith Barney

2007 - Present (14 years)

Citigroup Global Markets Inc

Disclosures

Thomas Lambert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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