Ronald John Lambert
Investment adviser representative at Equitable Advisors, LLC
32 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- Stifel Independent Advisors, LLCJan 2024 to Aug 2026
- LPL Financial, LLCSep 2018 to Jan 2024
- Wayne Hummer InvestmentsJun 2013 to Sep 2018
- Lemont Fire Prot. DistJan 1994 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1632203
- Firm CRD
- 6627