Robert
Lambert
Strategic Wealth Partners, LTD
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About this Advisor
Robert Lambert is a chartered financial analyst who works out of Independence, Ohio with a total of 1 year of industry experience. Lambert is on the advisory team at Strategic Wealth Partners, LTD. Throughout their career, they have worked at Strategic Wealth Partners, LTD, Ohio University, Aqua Doc and Notre Dame Cathedral Latin. Lambert is approved to serve investors in Ohio. Strategic Wealth Partners, LTD is a registered investment business based out of Independence, OH. The investment advisory business has offices in eight locations and a total of 20 financial advisors. It handles $796 million in total assets among its 2,393 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 2,393 accounts, 54% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of services. Fees billed by Strategic Wealth Partners, LTD can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$795,833,306
20
2,393
$332,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Lambert Work History
Robert has been registered as a financial advisor for 1 years.*
Strategic Wealth Partners, LTD
Ohio University
Aqua Doc
Notre Dame Cathedral Latin
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Lambert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners, LTD
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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