Allisyn Lambert
Investment adviser representative at Trg Investment Advisors, LLC
20 yearsExperience
1 stateRegistered in
$167.1MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Ima Advisory Services, Inc.Oct 2026 to now
- Trg Investment Advisors, LLCAug 2021 to now
- Cambridge Investment Research Advisors, Inc.May 2017 to Aug 2021
- Cambridge Investment Research, Inc.Aug 2016 to Aug 2021
- The New England House RestaurantMay 2006 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VT).
Trg Investment Advisors, LLC
$167.1MAssets managed
241Clients
6Advisers
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
- 6690564
- Firm CRD
- 315629