Lindsay Sarah Lambert
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 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
Experience
17 years in the industry.
- Concurrent Investment Advisors, LLCAug 2024 to now
- Concurrent Investment Advisors dba Wealth Partners AllianceAug 2024 to now
- Purshe Kaplan SterlingSep 2024 to Jun 2025
- RBC Capital Markets, LLCMar 2020 to Aug 2024
- Morgan Stanley Private Bank, N.A.Jan 2015 to Mar 2020
- Morgan Stanley Smith Barney LLCMar 2009 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 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
- 4935118
- Firm CRD
- 323135