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Lamberto Torres, portrait

Lamberto Torres

President, Secretary, Treasurer at Mayfield Advisors in Palo Alto, CA

Investment adviser registrationUpdated

Lamberto Torres is President, Secretary, Treasurer of Mayfield Advisors, Inc., an investment adviser managing $143M, and works from its Palo Alto, CA office. Lamberto Torres has been registered as an investment adviser representative through Mayfield Advisors since 15 October 2007 and has 19 years in the industry across 1 firm.

19
Years in industry
19
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Lamberto Torres has been President, Secretary, Treasurer of Mayfield Advisors since January 2007, is a control person of the firm and directly owns 75% or more of it. Lamberto Torres holds a Certificate in Personal Financial Planning from the University of California and a BA from the University of the East.

Mayfield Advisors, Inc. is a Palo Alto, CA firm with $143M under management, 40 clients and 4 advisers in one office, as of its March 2026 filing.

Lamberto Torres is CEO of Mayfield Advisors, Inc., based in Palo Alto, California. Torres's work includes income tax and financial planning for corporate executives, entrepreneurs, and high net worth/high income individuals. Prior professional experience includes Arthur Young & Company in St. Louis, MO and San Jose, CA, and Ernst & Whinney in Los Angeles, CA.

  1. – present · 19 years
    Palo Alto, CA · Adviser representative · Firm CRD 144072

Credentials and registrations

Professional designations

Listed by Mayfield Advisors

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Lamberto Torres is registered as an investment adviser representative in California, since October 2007.

  • CaliforniaSince 15 October 2007

Examinations

No examinations are on Lamberto Torres’s record.

Key facts

Full name
Lamberto Duran Torres
CRD
5343016
Firm
Mayfield Advisors · CRD 144072
Role
President, Secretary, Treasurer
Office
438 CAMBRIDGE AVENUE, SUITE 100, Palo Alto, CA 94306-1404
Registration
Investment adviser registration
In the industry since
October 2007
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lamberto Torres work?

Lamberto Torres has been President, Secretary, Treasurer of Mayfield Advisors, Inc. since January 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 2 March 2026

Is Lamberto Torres a financial advisor?

Yes. Lamberto Torres has a current investment-adviser registration in California, through Mayfield Advisors since October 2007.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Lamberto Torres have?

Lamberto Torres has 19 years in the financial industry, since October 2007, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Lamberto Torres based?

Lamberto Torres’ registered office is in Palo Alto, CA.

Source: IAPD individual record, checked 22 October 2026

Is Lamberto Torres registered with FINRA?

No. Lamberto Torres has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Lamberto Torres a CFP?

Mayfield Advisors lists Lamberto Torres with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Lamberto Torres biography, mayfieldadvisors.com

How can I verify Lamberto Torres’ record?

Search CRD 5343016 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lamberto Torres’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Mayfield Advisors

Sources

  1. IAPD individual record, CRD 5343016, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Mayfield Advisors, Inc., filed 2 March 2026. Title, control and ownership bands.
  3. Mayfield Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.