Allisyn Lambert has been an investment adviser representative at TRG Investment Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
TRG Investment Advisors, LLC is a Denver, CO firm with $167M under management, 241 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Allisyn Lambert’s longest registration is the current one, 5 years at TRG Investment Advisors since 2021. Before joining TRG Investment Advisors in 2021, Allisyn Lambert was registered through Cambridge Investment Research Advisors, Inc.
- Ima Advisory Services, Inc.Also current– present · under a yearBrattleboro, VT · Adviser representative · Firm CRD 112091
- TRG Investment Advisors, LLCCurrent– present · 5 yearsDenver, CO · Adviser representative · Firm CRD 315629
- Cambridge Investment Research Advisors, Inc.– · 4 yearsBrattleboro, VT · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Allisyn Lambert is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is New Hampshire, in October 2026.
- New HampshireSince 12 October 2026
- VermontSince 23 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 March 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 September 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 September 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6690564
- Firm
- TRG Investment Advisors · CRD 315629
- Office
- 1705 SEVENTEENTH STREET, SUITE 100, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Allisyn Lambert work?
Allisyn Lambert is an investment adviser representative registered through TRG Investment Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Allisyn Lambert a financial advisor?
Yes. Allisyn Lambert has a current investment-adviser registration in New Hampshire and Vermont, through TRG Investment Advisors since August 2021.
How many years of experience does Allisyn Lambert have?
Allisyn Lambert has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Allisyn Lambert passed?
Allisyn Lambert has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in September 2016. FINRA credited Allisyn Lambert with the SIE, which began in October 2018.
Where is Allisyn Lambert based?
Allisyn Lambert’s registered office is in Denver, CO.
Is Allisyn Lambert registered with FINRA?
No. Allisyn Lambert has no current broker registration.
How can I verify Allisyn Lambert’s record?
Search CRD 6690564 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allisyn Lambert’s full registration record.