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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Thomas Lambert Work History
Thomas has 13 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Thomas Lambert has no disclosures.
Please visit their SEC profile for more details.
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