Marlene Lambert
CRD Number: 6862721Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Marlene Lambert (CRD# 6862721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield, CT and has over 6 years of experience in the finance industry.
CRD# 3178067
Belpointe Asset Management LLC
CRD# 2093525
Integrated Wealth Concepts LLC
CRD# 1654
Janney Montgomery Scott LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Longmeadow, MA | Sep 2018 - Current | 5 |
| Bank Of America, N.a. | Longmeadow, MA | Sep 2018 - Current | 5 |
| Bed Bath And Beyond | Manchester, CT | Jun 2018 - Jul 2018 | < 1 |
| Edward Jones | St Louis, MO | Oct 2017 - May 2018 | < 1 |
| Unemployed | East Hartford, CT | May 2017 - Oct 2017 | < 1 |
| Bpm Financial Ltd | Kingston, | Jan 2016 - May 2017 | 1 |
| Bank Of Nova Scotia | Kingston, | Feb 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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