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.
- Mayfield Advisors, Inc.Current– present · 19 yearsPalo Alto, CA · Adviser representative · Firm CRD 144072
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.
- 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
- Firm bio
- mayfieldadvisors.com
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.
Is Lamberto Torres a financial advisor?
Yes. Lamberto Torres has a current investment-adviser registration in California, through Mayfield Advisors since October 2007.
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.
Where is Lamberto Torres based?
Lamberto Torres’ registered office is in Palo Alto, CA.
Is Lamberto Torres registered with FINRA?
No. Lamberto Torres has no current broker registration.
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.
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.
