David Lambert Email & Phone Number
Founding Partner and Wealth Advisor @ Collins Lambert, LLC
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David Lambert Location
- New York, NY, US
David Lambert Work
- 2019 -now Founding Partner and Wealth Advisor @
- 2008 -2018 Founding Partner and Wealth Advisor @
- 2002 -2008 Wealth Advisor @
David Lambert Education
- NYU Stern School of Business
(Masters in Accounting (M.S.))
- Colgate University
(Geology (B.A.))
- Fairleigh Dickinson University
(Certificate, Financial Planning)
- FINRA
Series 24 (General Securities Principal)
- FINRA
Series 8 (Supervision of Options and General Securities Sales and Trading Practices)
- FINRA
Series 7 (General Securities Representative)
- FINRA
Series 66 (Uniform State Law Examination Authorization)
- FINRA
Series 63 (General Securities State Authorization)
- State of New Jersey Department of Banking and Insurance
Life & Health Insurance License (Life & Health Insurance)
David Lambert Skills
- Wealth Management
- Investments
- Financial Planning
- Estate Planning
- Tax Planning
- Executive Compensation Planning
David Lambert Summary
- David Lambert, based in New York, NY, US, is currently a Founding Partner and Wealth Advisor at Collins Lambert, LLC. David Lambert brings experience from previous roles at Artisan Wealth Management LLC and Valley National Financial Advisors. David Lambert holds a NYU Stern School of Business. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Estate Planning, Tax Planning and more. David Lambert has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Collins Lambert, LLC Employees
Edward Collins
Founding Partner and Wealth Advisor
Lebanon, NJ, US
David Lambert
Founding Partner and Wealth Advisor
New York, NY, US
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