David Lamb has been an investment adviser representative at Chelsea Advisory Services since August 2026, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
David Lamb’s longest registration was 5 years at Valic Financial Advisors, Inc. (1999–2004). Before joining Chelsea Advisory Services in 2026, David Lamb was registered through Monticello Investment Services, Inc. and Peachtree Planning Advisors, Inc.
- – present · under a yearStatham, GA · Adviser representative · Firm CRD 150791
- Monticello Investment Services, Inc.– · 4 yearsNeosho, MO · Adviser representative · Firm CRD 140851
- Peachtree Planning Advisors, Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 112787
- Park Avenue Securities LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 46173
- Lockton Investment Advisors, LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 144133
- New York Life Investment Management LLC– · 3 yearsParsippany, NJ · Adviser representative · Firm CRD 109591
- Valic Financial Advisors, Inc.– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
David Lamb is registered as an investment adviser representative in 2 states. Each was approved in August 2026.
- GeorgiaSince 19 August 2026
- South CarolinaSince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 10 February 2003 |
| Series 24 | General Securities Principal Examination | 26 January 2000 |
| Series 7 | General Securities Representative Examination | 22 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 17 August 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Russell Lamb
- CRD
- 2228764
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Statham, GA
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Lamb work?
David Lamb is an investment adviser representative registered through Chelsea Advisory Services, Inc since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Lamb a financial advisor?
Yes. David Lamb has a current investment-adviser registration in Georgia and South Carolina, through Chelsea Advisory Services since August 2026.
How many years of experience does David Lamb have?
David Lamb has 34 years in the financial industry, since July 1992, across 7 adviser firms.
What exams has David Lamb passed?
David Lamb has passed 7 licensing exams: the Series 6, Series 26, Series 63, Series 7, Series 24, Series 51 and Series 65. The earliest, the Series 6, was passed in April 1992. FINRA credited David Lamb with the SIE, which began in October 2018.
Where did David Lamb work before Chelsea Advisory Services?
Before Chelsea Advisory Services, David Lamb was registered through Monticello Investment Services, Inc., February 2011 to December 2015; Peachtree Planning Advisors, Inc., February 2010 to December 2010; Park Avenue Securities LLC, August 2009 to October 2010; Lockton Investment Advisors, LLC, May 2008 to July 2009; New York Life Investment Management LLC, September 2004 to April 2008; Valic Financial Advisors, Inc., June 1999 to September 2004.
Where is David Lamb based?
David Lamb’s registered office is in Statham, GA.
Is David Lamb registered with FINRA?
Yes. David Lamb has a current broker registration, under CRD 2228764.
Source: FINRA BrokerCheck
How can I verify David Lamb’s record?
Search CRD 2228764 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Lamb’s full registration record.