David Russell Lamb
Investment adviser representative at Chelsea Advisory Services, Inc
16 yearsExperience
2 statesRegistered in
$147.4MFirm assets
8 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
Experience
16 years in the industry.
- Chelsea Advisory Services, IncAug 2026 to now
- Chelsea Financial ServicesJan 2016 to now
- HumanaOct 2010 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Chelsea Advisory Services, Inc
$147.4MAssets managed
552Clients
31Advisers
8 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
- 2228764
- Firm CRD
- 150791