RJ
Robert John Lambert
CRD 7534302
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Wealth Partners, Ltd. | Registered representative | 07/20/2026 |
| Swp Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Swp Investment Management Llc
Portfolio Manager & Analyst · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗