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Michael Thomas Lambrakis

Investment adviser representative at Ares Financial Consulting LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$243.9MFirm assets

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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

10 years in the industry.

  1. Ares Financial Consulting LLCOct 2024 to now
  2. Mariner Platform SolutionsMar 2022 to Sep 2024
  3. Adviceperiod, LLCSep 2016 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Ares Financial Consulting LLC

$243.9MAssets managed
289Clients
4Advisers
5 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
5960129
Firm CRD
282852
Advisor's SEC record (opens in a new tab)
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