Robert John Lambert
Investment adviser representative at Swp Investment Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$138.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Swp Investment Management LLCApr 2024 to now
- Strategic Wealth Partners, LtdJul 2018 to now
- Ohio UniversityAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Swp Investment Management LLC
$138.4MAssets managed
1Clients
5Advisers
2 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
- 7534302
- Firm CRD
- 331314